PMT

SEC source: 0001127602-25-007033 · form4.xml · nonDerivative · entry 3

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 371,956

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.

F3 · shares: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

SEC source: 0001127602-25-007033 · form4.xml · nonDerivative · entry 2

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 360,687

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 · shares: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%.

SEC source: 0001127602-25-007033 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,787

F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of Common Stock upon vesting.

SEC source: 0001127602-25-002157 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,580.9729

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F3 · balance_after: The reported amount consists of 7,660 restricted stock units and 30,920.9729 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-25-002157 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,110.8536

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F2 · balance_after: The reported amount consists of 7,660 restricted stock units and 30,450.8536 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-026085 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,632.0477

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F3 · balance_after: The reported amount consists of 7,660 restricted stock units and 29,972.0477 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-026085 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,216.1805

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F2 · balance_after: The reported amount consists of 7,660 restricted stock units and 29,556.1805 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-023601 · form4.xml · nonDerivative · entry 1

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,114

F1 · balance_after: The reported amount consists of 35,103 restricted share units and 14,011 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-021960 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,794.1331

F2 · balance_after: The reported amount consists of 7,660 restricted stock units and 29,134.1331 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-021960 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,708.1331

F1 · balance_after: The reported amount consists of 7,660 restricted stock units and 29,048.1331 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-021197 · form4.xml · nonDerivative · entry 3

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,844.1331

F4 · balance_after: The reported amount consists of 7,660 restricted stock units and 28,184.1331 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-021197 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,672.1331

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F3 · balance_after: The reported amount consists of 7,660 restricted stock units and 27,012.1331 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-021197 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,326.9797

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F2 · balance_after: The reported amount consists of 7,660 restricted stock units and 26,666.9797 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-013681 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,914.8979

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F3 · balance_after: The reported amount consists of 7,660 restricted stock units and 26,254.8979 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-013681 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,590.0755

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F2 · balance_after: The reported amount consists of 7,660 restricted stock units and 25,930.0755 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-010861 · form4.xml · nonDerivative · entry 1

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,490

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 29,988 restricted share units and 20,502 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010157 · form4.xml · derivative · entry 5

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 2,110 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: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010157 · form4.xml · derivative · entry 4

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,110

Underlying: Common Shares of Beneficial Interest · 2,110 shares

Expires not disclosed

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010157 · form4.xml · nonDerivative · entry 3

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,148

F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units.

F4 · balance_after: The reported amount consists of 5,435 restricted stock units and 7,713 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

SEC source: 0001127602-24-010157 · form4.xml · nonDerivative · entry 2

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,085

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 · shares: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010157 · form4.xml · nonDerivative · entry 1

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,218

F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of common stock upon vesting.

SEC source: 0001127602-24-010176 · form4.xml · nonDerivative · entry 1

Schultz Renee · CIK 0001860015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,339

F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 8,966 restricted share units and 17,373 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010172 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,200.2226

F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with her service as a Trustee. The restricted share units, which vest in on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 7,660 restricted stock units and 25,540.2226 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

SEC source: 0001127602-24-010179 · form4.xml · nonDerivative · entry 1

Stewart Stacey D. · CIK 0001469174 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,788

F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 7,660 restricted share units and 44,128 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010161 · form4.xml · nonDerivative · entry 1

Carnahan Scott W. · CIK 0001469228 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,377.61

F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with his service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 7,660 restricted share units and 1,717.61 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010168 · form4.xml · nonDerivative · entry 1

Hadley Randall D. · CIK 0001469168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,571

F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with his service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 7,660 restricted share units and 50,911 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010165 · form4.xml · nonDerivative · entry 1

Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,942

F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with his service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 7,660 restricted share units and 44,282 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010174 · form4.xml · nonDerivative · entry 1

McAllister, Nancy · CIK 0001561961 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,821.001

F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 7,660 restricted share units and 60,161.001 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010163 · form4.xml · nonDerivative · entry 1

Corley Donna M · CIK 0001793212 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,207

F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with her service as a Trustee. The restricted share units, which will vest on the first anniversary of the grant date, are to be settled in an equal number of shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount are restricted share units which are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010159 · form4.xml · derivative · entry 13

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 7,149 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: This performance-based restricted share unit (PSU) award was granted on March 20, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 20, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 20, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010159 · form4.xml · derivative · entry 12

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,149

Underlying: Common Shares of Beneficial Interest · 7,149 shares

Expires not disclosed

F4 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 20, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 20, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 20, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010159 · form4.xml · derivative · entry 11

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 4,221 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.

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010159 · form4.xml · derivative · entry 10

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,221

Underlying: Common Shares of Beneficial Interest · 4,221 shares

Expires not disclosed

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010159 · form4.xml · derivative · entry 9

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 4,389 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: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

SEC source: 0001127602-24-010159 · form4.xml · derivative · entry 8

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,389

Underlying: Common Shares of Beneficial Interest · 4,389 shares

Expires not disclosed

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

SEC source: 0001127602-24-010159 · form4.xml · nonDerivative · entry 7

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,467

F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units.

F6 · balance_after: The reported amount consists of 33,887 restricted share units and 18,580 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010159 · form4.xml · nonDerivative · entry 6

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,091

F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units.

SEC source: 0001127602-24-010159 · form4.xml · nonDerivative · entry 5

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,231

F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units.

SEC source: 0001127602-24-010159 · form4.xml · nonDerivative · entry 4

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,316

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 · shares: This performance-based restricted share unit (PSU) award was granted on March 20, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010159 · form4.xml · nonDerivative · entry 3

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,167

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.

F3 · shares: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010159 · form4.xml · nonDerivative · entry 2

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,946

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 · shares: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

SEC source: 0001127602-24-010159 · form4.xml · nonDerivative · entry 1

Chang William Herbert · CIK 0001969856 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,984

F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of common stock upon vesting.

SEC source: 0001127602-24-010155 · form4.xml · derivative · entry 13

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 10,552 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: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010155 · form4.xml · derivative · entry 12

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,552

Underlying: Common Shares of Beneficial Interest · 10,552 shares

Expires not disclosed

F4 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%.

SEC source: 0001127602-24-010155 · form4.xml · derivative · entry 11

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 10,974 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.

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

SEC source: 0001127602-24-010155 · form4.xml · derivative · entry 10

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,974

Underlying: Common Shares of Beneficial Interest · 10,974 shares

Expires not disclosed

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%.

SEC source: 0001127602-24-010155 · form4.xml · derivative · entry 9

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 6,884 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: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%.

SEC source: 0001127602-24-010155 · form4.xml · derivative · entry 8

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,884

Underlying: Common Shares of Beneficial Interest · 6,884 shares

Expires not disclosed

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%.

SEC source: 0001127602-24-010155 · form4.xml · nonDerivative · entry 7

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,124

F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units.

F6 · balance_after: The reported amount consists of 35,103 restricted share units and 51,021 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

SEC source: 0001127602-24-010155 · form4.xml · nonDerivative · entry 6

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,472

F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units.