Aaron Dillon’s Post

+0.96% AG Dillon 2024 Pre-IPO Stock Vintage Index | Pre-IPO Stock Market Update – Apr 8, 2024 ** http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, consistent positive returns - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Realized lower risk profile over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)

+0.96% AG Dillon 2024 Pre-IPO Stock Vintage Index | Pre-IPO Stock Market Update – Apr 8, 2024 ** http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, consistent positive returns - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Realized lower risk profile over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)

+0.26% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | www.agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)

-0.23% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)

+0.17% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)

+0.17% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)

-0.23% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)

+1.07% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)

Pre-IPO Stock Market Update | Week ending Jun 21, 2024 ... in this report: • Page 2-4: Revolut $40b val, +75% from current 2ndary valuation; Cerebras Systems AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments, Starlink Mini, new Anthropic AI model, HeyGen $60m raise  • Page 5: AG Dillon Pre-IPO Stock Vintage Index update • Page 6: Current pre-IPO stock secondary market implied valuations • Page 7: Pre-IPO stock secondary market performance

+1.07% 2024 Pre-IPO Stock Vintage Index | AG Dillon & Co Pre-IPO Stock Research - www.agdillon.com/index to see all 20 Pre-IPO Stock Vintage Indexes - 2024 Vintage Index top contributors since inception: Epic Games +177%, Rippling +89%, Revolut +40%, Klarna +36%, Anduril +34% - 2024 Vintage Index top detractors since inception: None. All 10 constituents are in positive territory. - Looking at all 20 vintages … here are the winners and losers for the week; …winners = Rippling +3.2%, SpaceX +1.6%, Databricks +1.5% and …losers = Automation Anywhere -20.9%, OpenAI -3.3%, Tanium -2.2% - Rippling is in 2024 Vintage Index; 14% weight, +73% from index inception, +1.4% from last primary round - Key metric averages for all Vintage Indexes 5 years old or older… …3.31 distributed paid in capital …2.06 residual value to paid in capital …5.37 total value to paid in capital …4.1 years to return the fund