CAZ Investments Portal

Stay connected to your CAZ Investments wherever you are. The CAZ Investments Investor Portal is a private, secure mobile application designed exclusively for existing CAZ Investors. Monitor your portfolio, review capital activity, access documents, and stay informed with CAZ market commentary, all from your iPhone or iPad.

PORTFOLIO OVERVIEW

View total and estimated market value across your investments Track market value history with period filters (3M, 6M, YTD, 1Y, 3Y, 5Y, All Time) Review net capital activity over selected periods Analyze allocation across investing entities Access investment-level detail, including commitment, contributions, distributions, redemptions, performance, and market value

CAPITAL ACTIVITY

Monitor cash flow by period, including subscriptions, capital calls, distributions, and redemptions View transaction history by fund or investing entity Track capital calls, including outstanding balances and amounts due

DOCUMENTS

Securely access statements, tax documents (including K-1s), and capital notices Download or share documents via iOS

YOUR CAZ TEAM

Contact your Investor Relations and Investment Strategies professionals

MARKET INSIGHTS & EVENTS

Access CAZ commentary, letters, and updates Stay informed on upcoming events and key dates

SECURITY & PRIVACY

Secure OAuth 2.0 authentication with PKCE Credentials stored only in your device’s secure Keychain Data is retrieved from secure infrastructure and not stored on your device

IMPORTANT INFORMATION This application is intended solely for existing CAZ Investments clients and authorized users. It is not an offer to sell or a solicitation to buy any security. Access requires valid credentials. Information is provided for informational purposes only and should not be relied upon as investment, legal, accounting, or tax advice. Please consult your own advisors. Portfolio values, performance metrics, and other data may be estimated, unaudited, and subject to change. Information is derived from sources believed to be reliable, but accuracy and completeness are not guaranteed. Estimated market values may reflect activity after the most recent reporting period and are provided for convenience only. Official records are available in investor statements. Amounts shown may be subject to rounding and may not reconcile precisely. Contributions, distributions, and other activity may include transfers to or from other CAZ investments and may include non-cash activity. Past performance is not indicative of future results. Information presented should not be used for tax reporting purposes.

New to CAZ? Visit cazinvestments.com to learn more.