Avantax, Inc. · GETTEX:3EV

Avantax — Blucora — Proxy Contest (March 2021)

8 slides from Avantax's proxy contest presentation, Mar 30, 2021

  1. Slide 1: The Need for Change Atop Blucora

    A BETTER The Need for Change Atop Blucora. Fellow Blucora Stockholder, Today we released a detalled presentation outlining the facts-based case for urgent change at Blucora. We firmly believe that Blucora's Board is mismanaging the Avantax business, has allowed unacceptable spending to persist and i

  2. Slide 2: Item 3: Materials posted to ABetterBlucora.com

    Item 3: Also on March 30, 2021, the following materials were posted by Ancora to www.ABetterBlucora.com:

  3. Slide 3: Resources: Important Materials

    Resources Important Materials

  4. Slide 4: Blucora materials list with dates

    BLUCORA 1 AB | More 24, 200 |r | ach 92021 Je upiansgonen | inno | Mach 172081 cv | ea beep | March, 288% | sooner ebay 25,2021 ste 4a Sas | Ae gh | bray, 28291

  5. Slide 5: How to Vote: Voting Instructions for Annual Meeting

    A BETTER’ How to Vote VOTING INSTRUCTIONS FOR ANNUAL MEETING LAM A BENEFICIAL SHAREHOLDER 1 hold my Blucora shores in “stret name" with « bank or brokerage firm) ‘As a beneficial holder you must instruct your broke to vote your shares! LOCATE YOUR WHITE VOTING INSTRUCTION FORM 1. Please make certain

  6. Slide 6: Find Your Control Number and Vote

    ABETTER BLUCORA WoME cAstromcnance ovgecroncanoioares sesousees contact [wow rovore 2. you receive your material electronically then please check your emai. you do or ee the mal fom your broker, be sure to check your junk folder) FIND YOUR CONTROL NUMBER 1. Your Control Numbers located on your WHITE

  7. Slide 7: Vote by Mail; Registered Shareholders

    BLUCORA Home ease son chance olREeYORcaNDIOATES— aESoUHEEScontaeY 2 VOTE BY MAIL: Simply sgn, date, and return the prony<ard by mallin the pre-paid retuen envelope proses {AMA REGISTERED SHAREHOLDER (hal my Blucora shores erect onthe books of ts ransfer agent) VOTE THE WHITE PROXY CARD 1. Pease sign

  8. Slide 8: How to Vote the WHITE Card

    AGETTER BLUCORA WOME cASEFORCHANGE oIRECTORCANDIOATES sESOURCES conTAcT. | How TOvoTE 1. Please sign and date your WHITE proxy card 2, Return inthe prepaid return envelope 23. Never vote a lve card ram Blcora 4. call Saratoga if you dont hold with a broker or bank and want vote! Vote the WHITE card.

Blucora — Proxy Contest (March 2021) on 6ix