LDI

SEC source: 0001829106-26-000002 · wk-form4_1773866723.xml · nonDerivative · entry 2

Smallwood Gregory · CIK 0001829106 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 298,052

SEC source: 0001829106-26-000002 · wk-form4_1773866723.xml · nonDerivative · entry 1

Smallwood Gregory · CIK 0001829106 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 330,202

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The restricted stock units ("RSUs") vested on Saturday, March 14, 2026, and were settled on Monday, March 16, 2026.

F2 · price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant.

SEC source: 0001983414-26-000002 · wk-form4_1773866333.xml · derivative · entry 5

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,754

Underlying: Class A Common Stock · 70,754 shares

Expires not disclosed

F4 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the grant.

F4 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the grant.

F4 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the grant.

SEC source: 0001983414-26-000002 · wk-form4_1773866333.xml · derivative · entry 4

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,584

Underlying: Class A Common Stock · 23,584 shares

Expires 2029-03-16

F3 · derivative.exercise_price: Each performance restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock. The performance rights vest upon the issuer's Class A Common Stock achieving specified prices per share.

F3 · derivative.exercise_date: Each performance restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock. The performance rights vest upon the issuer's Class A Common Stock achieving specified prices per share.

SEC source: 0001983414-26-000002 · wk-form4_1773866333.xml · derivative · entry 3

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,745

Underlying: Class A Common Stock · 27,372 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant.

F2 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant.

F2 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant.

SEC source: 0001983414-26-000002 · wk-form4_1773866333.xml · nonDerivative · entry 2

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,939

SEC source: 0001983414-26-000002 · wk-form4_1773866333.xml · nonDerivative · entry 1

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,770

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The restricted stock units ("RSUs") vested on Saturday, March 14, 2026, and were settled on Monday, March 16, 2026.

F2 · price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant.

SEC source: 0001983403-26-000002 · wk-form4_1773866166.xml · derivative · entry 8

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 518,867

Underlying: Class A Common Stock · 518,867 shares

Expires 2029-03-16

F6 · derivative.exercise_price: Each performance restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock. The performance rights vest upon the issuer's Class A Common Stock achieving specified prices per share.

F6 · derivative.exercise_date: Each performance restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock. The performance rights vest upon the issuer's Class A Common Stock achieving specified prices per share.

SEC source: 0001983403-26-000002 · wk-form4_1773866166.xml · derivative · entry 7

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 518,867

Underlying: Class A Common Stock · 518,867 shares

Expires not disclosed

F5 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the grant.

F5 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the grant.

F5 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the grant.

SEC source: 0001983403-26-000002 · wk-form4_1773866166.xml · derivative · entry 6

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,667

Underlying: Class A Common Stock · 66,667 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock.

F4 · derivative.exercise_date: The RSUs vest in three equal annual increments commencing March 15, 2025, the first anniversary of the grant.

F4 · derivative.expiration_date: The RSUs vest in three equal annual increments commencing March 15, 2025, the first anniversary of the grant.

SEC source: 0001983403-26-000002 · wk-form4_1773866166.xml · derivative · entry 5

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 401,460

Underlying: Class A Common Stock · 200,730 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock.

F3 · derivative.exercise_date: The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant.

F3 · derivative.expiration_date: The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant.

SEC source: 0001983403-26-000002 · wk-form4_1773866166.xml · nonDerivative · entry 4

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 608,375

SEC source: 0001983403-26-000002 · wk-form4_1773866166.xml · nonDerivative · entry 3

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 632,296

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The restricted stock units ("RSUs") vested on Saturday, March 14, 2026, or Sunday, March 15, 2026, and were settled on Monday, March 16, 2026.

F2 · price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock.

SEC source: 0001983403-26-000002 · wk-form4_1773866166.xml · nonDerivative · entry 2

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 565,629

SEC source: 0001983403-26-000002 · wk-form4_1773866166.xml · nonDerivative · entry 1

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 640,535

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The restricted stock units ("RSUs") vested on Saturday, March 14, 2026, or Sunday, March 15, 2026, and were settled on Monday, March 16, 2026.

F2 · price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock.

SEC source: 0001831631-26-000016 · wk-form4_1772573653.xml · derivative · entry 3

Lee John Hoon · CIK 0001926901 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,607

Underlying: Class A Common Stock · 24,606 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

SEC source: 0001831631-26-000016 · wk-form4_1772573653.xml · nonDerivative · entry 1

Lee John Hoon · CIK 0001926901 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 235,993

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

SEC source: 0001831631-26-000018 · wk-form4_1772573723.xml · derivative · entry 2

PATENAUDE PAMELA H. · CIK 0001815221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,607

Underlying: Class A Common Stock · 24,606 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

SEC source: 0001831631-26-000018 · wk-form4_1772573723.xml · nonDerivative · entry 1

PATENAUDE PAMELA H. · CIK 0001815221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 318,292.7285

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

SEC source: 0001831631-26-000014 · wk-form4_1772573597.xml · derivative · entry 2

PCP MANAGERS GP, LLC · CIK 0001666602 · Director · 10% owner

Golson Brian P. · CIK 0001555304 · Director

Dodson Andrew C · CIK 0001656792 · Director

PCP MANAGERS, L.P. · CIK 0001555301 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 49,214

Underlying: Class A Common Stock · 49,212 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F2 · ownership.nature: Each of the Reporting Persons expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such Reporting Person is the beneficial owner of any equity securities covered by this Form 4.

F3 · ownership.nature: PCP Managers GP, LLC is the general partner of PCP Managers, L.P, an affiliate of Parthenon Capital Partners ("Parthenon Capital"). Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital and Mr. Dodson is a Managing Partner at Parthenon Capital. PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the reported securities.

F4 · ownership.nature: Pursuant to Assignment and Acknowledgement Agreements, dated as of May 6, 2021, Messrs. Golson and Dodson serve as directors of the Issuer (the "Directors") and hold the RSUs for the benefit of PCP Managers, L.P. The Directors disclaim all right, title and interest in the RSUs.

SEC source: 0001831631-26-000014 · wk-form4_1772573597.xml · nonDerivative · entry 1

PCP MANAGERS GP, LLC · CIK 0001666602 · Director · 10% owner

Golson Brian P. · CIK 0001555304 · Director

Dodson Andrew C · CIK 0001656792 · Director

PCP MANAGERS, L.P. · CIK 0001555301 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 103,507,858

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F2 · ownership.nature: Each of the Reporting Persons expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such Reporting Person is the beneficial owner of any equity securities covered by this Form 4.

F3 · ownership.nature: PCP Managers GP, LLC is the general partner of PCP Managers, L.P, an affiliate of Parthenon Capital Partners ("Parthenon Capital"). Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital and Mr. Dodson is a Managing Partner at Parthenon Capital. PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the reported securities.

F4 · ownership.nature: Pursuant to Assignment and Acknowledgement Agreements, dated as of May 6, 2021, Messrs. Golson and Dodson serve as directors of the Issuer (the "Directors") and hold the RSUs for the benefit of PCP Managers, L.P. The Directors disclaim all right, title and interest in the RSUs.

SEC source: 0001831631-26-000022 · wk-form4_1772574015.xml · derivative · entry 2

OZONIAN STEVEN · CIK 0001442082 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,607

Underlying: Class A Common Stock · 24,606 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

SEC source: 0001831631-26-000022 · wk-form4_1772574015.xml · nonDerivative · entry 1

OZONIAN STEVEN · CIK 0001442082 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,889

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

SEC source: 0001831631-26-000020 · wk-form4_1772573957.xml · derivative · entry 2

LEPORE DAWN G · CIK 0001186015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,607

Underlying: Class A Common Stock · 24,606 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

SEC source: 0001831631-26-000020 · wk-form4_1772573957.xml · nonDerivative · entry 1

LEPORE DAWN G · CIK 0001186015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 208,351

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to vest on May 29, 2026.

SEC source: 0001831631-26-000012 · wk-form4_1772573525.xml · derivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,607

Underlying: Class A Common Stock · 24,606 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to veston May 29, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to veston May 29, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to veston May 29, 2026.

SEC source: 0001831631-26-000012 · wk-form4_1772573525.xml · nonDerivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,889

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock. The remaining RSUs are scheduled to veston May 29, 2026.

SEC source: 0001831631-26-000006 · wk-form4_1771018521.xml · derivative · entry 2

PCP MANAGERS GP, LLC · CIK 0001666602 · Director · 10% owner

Golson Brian P. · CIK 0001555304 · Director

Dodson Andrew C · CIK 0001656792 · Director

PCP MANAGERS, L.P. · CIK 0001555301 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

Underlying: Class A Common Stock · 97,026,671 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each share of Class D Common Stock was convertible into one fully paid and non-assessable share of Class A Common Stock at any time at the option of the holder of such share of Class D Common Stock, or as provided in footnote 1.

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class D Common Stock, par value $0.001 ("Class D Common Stock"), automatically and without further action on the part of the Issuer or the reporting persons, converted into one fully paid and non-assessable share of Class A Common Stock, par value $0.001 ("Class A Common Stock"), on February 11, 2026.

F5 · price: Certain of the Parthenon Investors received the shares of the Issuer's Class D Common Stock pursuant to reorganization transactions in connection with the Issuer's initial public offering.

F4 · derivative.exercise_date: Each share of Class D Common Stock was convertible into one fully paid and non-assessable share of Class A Common Stock at any time at the option of the holder of such share of Class D Common Stock, or as provided in footnote 1.

F4 · derivative.expiration_date: Each share of Class D Common Stock was convertible into one fully paid and non-assessable share of Class A Common Stock at any time at the option of the holder of such share of Class D Common Stock, or as provided in footnote 1.

F2 · ownership.nature: The reported securities are directly or indirectly held by funds and entities managed or controlled by PCP Managers GP, LLC, including: Parthenon Investors III, L.P., Parthenon Investors IV, L.P., Parthenon Capital Partners Fund, L.P., Parthenon Capital Partners Fund II, L.P., PCAP Partners III, LLC, PCP Partners IV, L.P. and PCP Managers, L.P. (together, the "Parthenon Investors"). PCP Managers GP, LLC is the general partner of PCP Managers, L.P., a registered investment adviser under the Investment Advisers Act of 1940, as amended, and an affiliate of Parthenon Capital Partners. PCP Managers, L.P. is the managing member of PCap Partners III, LLC, which is the general partner of Parthenon Investors III, L.P. PCP Managers, L.P. is also the general partner of PCP Partners IV, L.P., which is the general partner of Parthenon Investors IV, L.P. PCP Managers, L.P. is also the general partner of Parthenon Capital Partners Fund, L.P. and Parthenon Capital Partners Fund II, L.P.

F3 · ownership.nature: PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the securities covered by this Form 4. Each of the reporting persons and their affiliates expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such reporting person is the beneficial owner of any equity securities covered by this Form 4. Messrs. Golson and Dodson serve as directors of the issuer. Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital Partners and Mr. Dodson is a Managing Partner at Parthenon Capital Partners.

SEC source: 0001831631-26-000006 · wk-form4_1771018521.xml · nonDerivative · entry 1

PCP MANAGERS GP, LLC · CIK 0001666602 · Director · 10% owner

Golson Brian P. · CIK 0001555304 · Director

Dodson Andrew C · CIK 0001656792 · Director

PCP MANAGERS, L.P. · CIK 0001555301 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 103,458,646

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class D Common Stock, par value $0.001 ("Class D Common Stock"), automatically and without further action on the part of the Issuer or the reporting persons, converted into one fully paid and non-assessable share of Class A Common Stock, par value $0.001 ("Class A Common Stock"), on February 11, 2026.

F2 · ownership.nature: The reported securities are directly or indirectly held by funds and entities managed or controlled by PCP Managers GP, LLC, including: Parthenon Investors III, L.P., Parthenon Investors IV, L.P., Parthenon Capital Partners Fund, L.P., Parthenon Capital Partners Fund II, L.P., PCAP Partners III, LLC, PCP Partners IV, L.P. and PCP Managers, L.P. (together, the "Parthenon Investors"). PCP Managers GP, LLC is the general partner of PCP Managers, L.P., a registered investment adviser under the Investment Advisers Act of 1940, as amended, and an affiliate of Parthenon Capital Partners. PCP Managers, L.P. is the managing member of PCap Partners III, LLC, which is the general partner of Parthenon Investors III, L.P. PCP Managers, L.P. is also the general partner of PCP Partners IV, L.P., which is the general partner of Parthenon Investors IV, L.P. PCP Managers, L.P. is also the general partner of Parthenon Capital Partners Fund, L.P. and Parthenon Capital Partners Fund II, L.P.

F3 · ownership.nature: PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the securities covered by this Form 4. Each of the reporting persons and their affiliates expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such reporting person is the beneficial owner of any equity securities covered by this Form 4. Messrs. Golson and Dodson serve as directors of the issuer. Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital Partners and Mr. Dodson is a Managing Partner at Parthenon Capital Partners.

SEC source: 0001186015-26-000002 · wk-form4_1771018818.xml · nonDerivative · entry 2

LEPORE DAWN G · CIK 0001186015 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Management Investors Six, LLC

Disclosed balance after: 147,130

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock"), on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 3.

F2 · ownership.nature: The Reporting Person has an indirect interest in a portion of the securities of the Class B Common Stock and the Common Units held by Trilogy Management Investors Six, LLC ("Trilogy Six"). The Reporting Person is disclosing only her indirect interest in these securities and disclaims beneficial ownership of all other securities held by Trilogy Six.

SEC source: 0001186015-26-000002 · wk-form4_1771018818.xml · nonDerivative · entry 1

LEPORE DAWN G · CIK 0001186015 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Management Investors Six, LLC

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock"), on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 3.

F2 · ownership.nature: The Reporting Person has an indirect interest in a portion of the securities of the Class B Common Stock and the Common Units held by Trilogy Management Investors Six, LLC ("Trilogy Six"). The Reporting Person is disclosing only her indirect interest in these securities and disclaims beneficial ownership of all other securities held by Trilogy Six.

SEC source: 0001831631-26-000010 · wk-form4_1771019018.xml · nonDerivative · entry 8

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSA, LLC

Disclosed balance after: 4,310,497

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock") on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 4.

F2 · ownership.nature: The reporting person has voting and investment power over the shares of Class B Common Stock held by Trilogy Mortgage Holdings, Inc., JLSA, LLC and Trilogy Management Investors Six, LLC.

SEC source: 0001831631-26-000010 · wk-form4_1771019018.xml · nonDerivative · entry 7

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSA, LLC

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock") on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 4.

F2 · ownership.nature: The reporting person has voting and investment power over the shares of Class B Common Stock held by Trilogy Mortgage Holdings, Inc., JLSA, LLC and Trilogy Management Investors Six, LLC.

SEC source: 0001831631-26-000010 · wk-form4_1771019018.xml · nonDerivative · entry 6

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trilogy Mortgage Holdings, Inc.

Disclosed balance after: 24,945,633

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock") on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 4.

F2 · ownership.nature: The reporting person has voting and investment power over the shares of Class B Common Stock held by Trilogy Mortgage Holdings, Inc., JLSA, LLC and Trilogy Management Investors Six, LLC.

SEC source: 0001831631-26-000010 · wk-form4_1771019018.xml · nonDerivative · entry 5

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trilogy Mortgage Holdings, Inc.

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock") on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 4.

F2 · ownership.nature: The reporting person has voting and investment power over the shares of Class B Common Stock held by Trilogy Mortgage Holdings, Inc., JLSA, LLC and Trilogy Management Investors Six, LLC.

SEC source: 0001831631-26-000010 · wk-form4_1771019018.xml · nonDerivative · entry 4

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 3,114,521

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock") on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 4.

F3 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

SEC source: 0001831631-26-000010 · wk-form4_1771019018.xml · nonDerivative · entry 3

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock") on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 4.

F3 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

SEC source: 0001831631-26-000010 · wk-form4_1771019018.xml · nonDerivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trilogy Management Investors Six, LLC

Disclosed balance after: 66,404,880

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock") on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 4.

F2 · ownership.nature: The reporting person has voting and investment power over the shares of Class B Common Stock held by Trilogy Mortgage Holdings, Inc., JLSA, LLC and Trilogy Management Investors Six, LLC.

SEC source: 0001831631-26-000010 · wk-form4_1771019018.xml · nonDerivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trilogy Management Investors Six, LLC

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock") on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 4.

F2 · ownership.nature: The reporting person has voting and investment power over the shares of Class B Common Stock held by Trilogy Mortgage Holdings, Inc., JLSA, LLC and Trilogy Management Investors Six, LLC.

SEC source: 0001831631-26-000008 · wk-form4_1771018722.xml · nonDerivative · entry 2

DerGurahian Jeffrey Michael · CIK 0001655938 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Management Investors Seven, LLC

Disclosed balance after: 1,598,390

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock"), on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 2.

F2 · ownership.nature: The Reporting Person has an indirect interest in a portion of the securities of the Class B Common Stock and the Common Units held by Trilogy Management Investors Seven, LLC ("Trilogy Seven"). The Reporting Person is disclosing only his indirect interest in these securities and disclaims beneficial ownership of all other securities held by Trilogy Seven.

SEC source: 0001831631-26-000008 · wk-form4_1771018722.xml · nonDerivative · entry 1

DerGurahian Jeffrey Michael · CIK 0001655938 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Management Investors Seven, LLC

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock"), on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 2.

F2 · ownership.nature: The Reporting Person has an indirect interest in a portion of the securities of the Class B Common Stock and the Common Units held by Trilogy Management Investors Seven, LLC ("Trilogy Seven"). The Reporting Person is disclosing only his indirect interest in these securities and disclaims beneficial ownership of all other securities held by Trilogy Seven.

F3 · ownership.nature: The reported shares of Class C Common Stock were previously reported by Trilogy Seven through its manager, Anthony Hsieh. In a Form 4 filed on July 25, 2024, Anthony Hsieh changed his reporting methodology. In addition, the Reporting Person previously reported all of the Common Units held by Trilogy Seven. The Reporting Person is now only reporting his interests in Trilogy Seven. Further, the reported shares and units were previously incorrectly reported as having been indirectly owned by the reporting person through Trilogy Management Investors Six, LLC instead of through Trilogy Seven.

SEC source: 0001831631-26-000002 · wk-form4_1768599174.xml · nonDerivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 0

F1 · kind: Effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.60 to $2.77. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F3 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

SEC source: 0001831631-26-000002 · wk-form4_1768599174.xml · nonDerivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 884,495

F1 · kind: Effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.61 to $2.675. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F3 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

SEC source: 0001831631-25-000262 · wk-form4_1766525701.xml · derivative · entry 7

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Mortgage Holdings, Inc.

Disclosed balance after: 24,945,633

Underlying: Class A Common Stock · 1,300,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F2 · date: The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of January 1, 2026.

F3 · kind: The reporting person elected to cause Trilogy Mortgage Holdings, Inc. to exchange a portion of the Common Units held for the reporting person's benefit by such entity for an equal number of shares of Class A Common Stock. The shares of Class C Common Stock corresponding to the Common Units that were exchanged for Class A Common Stock were cancelled for no consideration.

F1 · price: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F1 · derivative.exercise_date: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F1 · derivative.expiration_date: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F4 · ownership.nature: The reporting person has voting and investment power over the shares of Class C Common Stock held by Trilogy Mortgage Holdings, Inc., JLSA, LLC and Trilogy Management Investors Six, LLC.

SEC source: 0001831631-25-000262 · wk-form4_1766525701.xml · nonDerivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 1,300,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · date: The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of January 1, 2026.

F3 · kind: The reporting person elected to cause Trilogy Mortgage Holdings, Inc. to exchange a portion of the Common Units held for the reporting person's benefit by such entity for an equal number of shares of Class A Common Stock. The shares of Class C Common Stock corresponding to the Common Units that were exchanged for Class A Common Stock were cancelled for no consideration.

F5 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

SEC source: 0001831631-25-000262 · wk-form4_1766525701.xml · nonDerivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trilogy Mortgage Holdings, Inc.

Disclosed balance after: 24,945,633

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F2 · date: The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of January 1, 2026.

F3 · kind: The reporting person elected to cause Trilogy Mortgage Holdings, Inc. to exchange a portion of the Common Units held for the reporting person's benefit by such entity for an equal number of shares of Class A Common Stock. The shares of Class C Common Stock corresponding to the Common Units that were exchanged for Class A Common Stock were cancelled for no consideration.

F4 · ownership.nature: The reporting person has voting and investment power over the shares of Class C Common Stock held by Trilogy Mortgage Holdings, Inc., JLSA, LLC and Trilogy Management Investors Six, LLC.

SEC source: 0001831631-25-000257 · wk-form4_1766186032.xml · nonDerivative · entry 3

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 0

F1 · kind: Effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2024.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.23 to $2.35. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F3 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

SEC source: 0001831631-25-000257 · wk-form4_1766186032.xml · nonDerivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 217,774

F1 · kind: Effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.295 to $2.36. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F3 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

SEC source: 0001831631-25-000257 · wk-form4_1766186032.xml · nonDerivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 441,262

F1 · kind: Effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.23 to $2.40. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F3 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

SEC source: 0001831631-25-000255 · wk-form4_1766007144.xml · nonDerivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 749,641

F1 · kind: Effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.38 to $2.48. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F3 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").