Phoenix Energy One, LLC

Step 1: Go to my.equitystock.com and log in using the email you used to buy your shares (no username or password needed). Step 2: If prompted, pay the DRS transfer fee. Step 3: Generate and download your DRS statement. Only shares showing as Unrestricted are ready to transfer. Step 4: Send the DRS statement to your broker and ask them to start the DRS transfer. Only your broker can move the shares from Equity Stock Transfer to your brokerage account.

Yes, there is a DRS transfer fee. Pay securely by logging in with your email at my.equitystock.com — phone payment isn’t available. If you bought multiple times, you don’t need to pay the fee every time; one payment clears the DRS payment requirement across your shares. Your shares must be unrestricted before your broker can pull them, and only your broker can initiate the share movement.

We cannot provide online access to an IRA beneficiary. Email info@equitystock.com with your request and the name of the IRA. To transfer shares, we’ll send a payment link for the DRS transfer fee; once paid and confirmed, we’ll email a DRS share statement showing your shares are free to transfer.

Log in at my.equitystock.com and pay the DRS fee if prompted. On the Positions screen, click "Generate DRS Transaction Statements." After selecting a date range, click "Download DRS Statement." Attach it to an email to your broker, or upload it directly if your broker supports that.

If you’re not receiving the text code, click "Voice Call" to receive the 6-digit code by phone instead. If your email isn’t recognized, make sure you’re entering the same email you used when buying your shares — no username or password needed. A login email from noreply@equitystock.com will follow; open it and click the blue "Log In" button.

Log in at my.equitystock.com and generate a DRS statement. Pick a date range when your shares were sitting in your Equity Stock Transfer account without any transfers occurring. The start date cannot be earlier than when you first received the shares. If your company has since moved to a new transfer agent, contact that transfer agent directly for cost basis assistance instead.

Yes — DRS statements generated at my.equitystock.com are already in book-entry form via the Direct Registration System (DRS), which allows shares to transfer electronically to DTC-eligible brokerage accounts.

The distribution is based on a $25 per share liquidation preference, which equals $2.50 annually, payable quarterly in January, April, July, and October. Tax documents (1099 or K-1) for October 15th distributions arrive approximately early March.

Brokerage accounts receive quarterly dividends directly and allow immediate trading. Shares held at the transfer agent require check/ACH payments and need a multi-day transfer to a broker before you can sell.

You can transfer your shares to a brokerage account at any time, then sell immediately once the transfer completes.

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The initial distribution accumulated cumulatively from the September 29, 2025 issuance through the October 15, 2025 payment date. The initial pro-rated distribution was $0.11111 per share for record holders as of October 1, 2025.