1

The Boston Consulting Group, Inc., The Boston Consulting Group, LLP and BCG Federal Corp. (a wholly owned subsidiary of BCG Inc.)

Washington, District of Columbia

Managing Director and Partner

Present

2

National Capital Region Red Cross Board

Fairfax, Virginia

Board Member

Present

3

Duke Terry Sanford School of Public Policy Alumni Board

Durham, North Carolina

Board Member

Present

4

Center for Public Impact

Boston, Massachusetts

Board Member

Present

1

The Boston Consulting Group, Inc., The Boston Consulting Group, LLP and BCG Federal Corp. (a wholly owned subsidiary of BCG Inc.) (Management Consulting Firm)

Salary/Bonus

$6,631,306

2

Boston Consulting Group, Inc. and BCG Federal Corp. (a wholly owned subsidiary of BCG Inc.) (Management Consulting Firm), anticipated Managing Director Performance Bonus (FY22)

$1,000,001 - $5,000,000

None (or less than $201)

3

BCG Employees Profit Sharing Retirement Fund, Deferred Income Plan

3.1

Vanguard Target Retire 2035 Tr P

$100,001 - $250,000

None (or less than $201)

4

BCG Employees' Savings Plan and Profit Sharing Retirement Fund, Defined Contribution Plan

4.1

$250,001 - $500,000

None (or less than $201)

5

IRA #1

5.1

Fidelity Government Cash Reserves (FDRXX)

$500,001 - $1,000,000

None (or less than $201)

5.2

iShares Core US Aggregate Bond ETF (AGG)

$50,001 - $100,000

None (or less than $201)

5.3

SPDR S&P 500 ETF Trust (SPY)

$100,001 - $250,000

None (or less than $201)

1

The Boston Consulting Group, Inc.

Washington, District of Columbia

BCG provides an annual Regional System Performance Bonus for the fiscal year (1/1-12/31), typically determined within the first weeks of the following calendar year. The RSPB is normally paid in December of following year. The bonus amount is based on a formula composed of objective elements tied to the company's performance during the fiscal year. If I depart prior to the end of the year, the RSPB is pro-rated, and paid out on the same schedule.

7/2017

2

The Boston Consulting Group, Inc.

Boston, Massachusetts

I will not participate in the defined contribution plan after my separation.

3/2014

3

The Boston Consulting Group, Inc.

Boston, Massachusetts

I will continue to participate in this defined benefit plan.

3/2014

4

The Boston Consulting Group, Inc.

Boston, Massachusetts

Loan from BCG to make initial purchase of equity share in partnership (details in Part 8, Line 3). Upon separation, loan will be paid off with proceeds from return of equity.

7/2017

5

The Boston Consulting Group, Inc.

Boston, Massachusetts

Loan from BCG to make additional purchase of equity share in partnership (details in Part 8, Line 4). Upon separation, loan will be paid off with proceeds from return of equity.

7/2020

6

The Boston Consulting Group, Inc.

Boston, Massachusetts

I have an equity share in BCG. Pursuant to my employment agreement, upon my separation, BCG will immediately redeem my equity share and use the gross proceeds to pay off any outstanding loan balance (Part 8, Lines 3 and 4). BCG will continue to hold the remaining net proceeds in an interest bearing account (market rate), then will return these proceeds plus interest to me on the one year anniversary of my departure.

7/2017

7

The Boston Consulting Group, Inc.

Boston, Massachusetts

I will not participate in the deferred income plan after my separation.

3/2014

8

The Boston Consulting Group, Inc.

Boston, Maryland

BCG provides an annual Managing Director Performance Bonus (MDPB) for the fiscal year (1/1- 12/31), typically determined at the end of the year. The MDPB is normally paid in May of following year, although BCG may opt to pay 50% of the MDPB amount in December of the year it was earned (with the balance still paid in May of the following year). The bonus amount is based on a formula composed of both objective elements tied to the company's performance during the fiscal year and a subjective element tied to my performance during the fiscal year. If I depart prior to the end of the year, the bonus is pro-rated, and paid out on the same schedule.

7/2017

1

BCG Inc.

Boston, Massachusetts

Managing Director and Partner

2

BCG Federal Corp

Washington, District of Columbia

Managing Director and Partner

3

CBRE Group, Inc.

Dallas, Texas

Strategic management consulting services (BCG client)

1

Fairfax County Public Schools

salary

2

Virginia Retirement System, defined benefit plan

$100,001 - $250,000

None (or less than $201)

3

U.S. brokerage IRA money market account (cash)

$1,001 - $15,000

None (or less than $201)

4

ERFC Direct, Defined Benefit Plan (Fairfax County Schools Supplemental Retirement System)

$50,001 - $100,000

None (or less than $201)

5

403(B) Defined Contribution (T Rowe Price Target 2030 Fund Class I Shares (TWRRX))

$100,001 - $250,000

None (or less than $201)

6

State Teachers Retirement System of Ohio, Defined Benefit Plan

$1,001 - $15,000

None (or less than $201)

1

Vanguard Total International Bond Index Fund ETF Shares (BNDX)

$15,001 - $50,000

$1,001 - $2,500

2

Vanguard Short-Term Bond Index Fund ETF Shares (BSV)

$15,001 - $50,000

$201 - $1,000

3

SPDR Gold Shares (GLD)

$15,001 - $50,000

None (or less than $201)

4

iShares Gold Trust (IAU)

$15,001 - $50,000

None (or less than $201)

5

SPDR S&P 500 ETF Trust (SPY)

$100,001 - $250,000

$5,001 - $15,000

6

SPDR S&P 500 ETF Trust (SPY)

$1,000,001 - $5,000,000

$15,001 - $50,000

7

Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT)

$1,001 - $15,000

$201 - $1,000

8

SPDR S&P500 ETF (SPY), Open Call Option, Exp. 12/16/2022, Strike $305 (100 SHS)

$500,001 - $1,000,000

None (or less than $201)

9

SPDR S&P500 ETF (SPY), Open Position for Written Call Option (value not readily ascertainable), Exp. 12/16/2022, Strike $315 (100 SHS)

None (or less than $201)

10

SPDR S&P500 ETF (SPY), Open Position for Written Call Option (value not readily ascertainable), Exp. 12/16/2022, Strike $490 (100 SHS)

None (or less than $201)

1

Wells Fargo

$500,001 - $1,000,000

2022

30 years

2

Pentagon Federal Credit Union

$100,001 - $250,000

2015

15 years

3

BCG Equity (partnership share), outstanding loan

$250,001 - $500,000

2017

9 years

4

BCG Equity (purchase of additional shares), outstanding loan

$250,001 - $500,000

2020

9 years

5

Ironview Partners PE Fund

$50,001 - $100,000

2018

10 years

1

1

Was previously with BCG in Director role since 3/2014.

1

2

Uncompensated.

1

3

Uncompensated.

1

4

The Center for Public Impact (CPI) is a non profit wholly owned subsidiary of BCG. When I was named leader of the Public Sector Practice at BCG in June, 2022, I was named a member if the CPI Board. It is standard procedure for CPI that the person who heads the Public Sector Practice at BCG is also a member of the CPI Board.

2

6

Although BCG is incorporated, the company still uses the terms partner and partnership for historical purposes to describe its relationship to its equity holders. BCG equity may only be held by its partner/employees and must be redeemed upon the partner's departure from the company. BCG does not issue dividends on the equity shares.

6

27

Percentages list in sub-assets below represent amount of holdings held in Ironview Private Equity Partners I, LP (as of 12/31/2021). This asset was completely divested on 10/31/2022.

8

2

House for this mortgage was sold in May of 2022. The mortgage has been paid off in full.