Cascadia Investments Inc (fka CDIV)

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From Charles Schwab - questionnaire link is not working

Corporate Actions
1. Offer Terms 2. Submit 3. Verify 4. Acknowledgment
Terms CASCADIA INVTS INC EXCHANGE OFFER EXP: 11/28/25
Since you hold xxxx share(s) of CASCADIA INVTS INC in your account, you may choose how your holdings will be treated for this
Exchange Offer. We must receive your response by November 25, 2025, 7:00 p.m. ET.. You hold xxxx share(s) in this account.
What Has Occurred
We're writing to let you know about an offer related to these securities.

-------- PAPERWORK REQUIRED FOR STOCK ELECTION - PARTICIPATION RESTRICTIONS --------
PARTICIPATION IN THE STOCK ELECTION IS RESTRICTED. NON-ACCREDITED HOLDERS CAN PARTICIPATE
IN THE CASH ELECTION.

The stock election is only available to eligible holders who certify they are:

· Accredited Investors and
· Hold 31,105 shares or more
· Please refer to the offering materials and attached documents for additional details.
Paperwork is required for the stock election. Review the attached checklist for further instructions.
Holders who wish to participate in the stock election must:

1. Submit instructions to Schwab
2. Complete and submit the attached documents
· Schwab Accredited Investor form and
· A copy of the Accredited Investor Questionnaire below.
Please fill out and submit the issuers Accredited Investor Questionnaire at https://cstt.citrixdata.com/rre61e332d7159465fa1769e0b28943645
by November 25, 2025 and provide Schwab with a copy. The
Accredited Investor Questionnaire must include your name and date you submitted the form.

· Please refer to the offering materials for additional instructions.
-----------------------------------------------------------------------------------------------
Your securities:
· Cascadia Investments Inc securities referenced above
Offer type:
· Exchange offer
Who is the offeror:
· Cascadia Investments Inc
What is being offered:
· In exchange for each of your securities:
¨ Accredited Investors may elect to receive the share consideration
¨ Non-Accredited Investors may elect to receive the cash consideration
· Please refer to the offering materials for additional details
Options:
· Exchange for Stock: Submit all or a portion of your securities.
Continue
· Tender for Cash: Submit all or a portion of your securities.
· Decline: If you do not wish to participate, no further action is required. However, holders who
do not make an election will deemed to have made the cash election.
¨ Please note: If you instruct to "Decline" the offer, you will not receive reminders for this
specific offer. If you do not make any selection, you will receive reminders, if applicable, up until the Schwab
cutoff date.

Additional information related to this offer:
· Please refer to the offering materials for additional details.
· Once you have given your instructions to Schwab, you cannot change or cancel your
instructions

¨ Holders must submit instructions along with the Schwab Accredited Investor form prior
to submitting the Accredited Investor Questionnaire on the issuer portal.
Important information about participating in corporate actions:
Offering materials: Please review the offering materials in full to ensure you understand the offer before
making any decision with respect to your securities. If you have not received these offering materials or if you
have questions about the offer, please contact:

· Continental Stock Transfer & Trust Co.
¨ [phone]
¨ [e-mail].
Market conditions: Holders are encouraged to monitor the market conditions, prices, and events, as
applicable, surrounding the securities involved in the offer. Participating in this offer may or may not be
beneficial.

· It is your responsibility to fully understand the offer and the related events/securities to
determine if you wish to participate in the offer.
Offer conditions: The offer may be subject to certain conditions, approvals, participation restrictions, and
acceptance procedures as described in the offering materials.

Changes to the offer: The offeror may have the option to amend, extend, or cancel the offer.
Taxes: Holders are encouraged to consult with their own tax advisor regarding any tax implications of
participating in the offer.
Note: Language and information in this notice is generic. Please review the offering materials (which may
have terminology that differs from this notice) to ensure that you fully understand the specific details that
apply to the current offer.
Submit Instruction To Schwab

It is your responsibility to ensure you submit instructions by .
Please submit instructions even if you want to decline this offer.
Call Schwab for questions about submitting instructions at 800-435-4000.
(1120-05ZA, 0125-AT9X)
Today's Date: 12:45 PM ET, 11/14/2025
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