Strategic Rationale 02 Customer-first solutions → strong business fundamentals 1 Working across Highly engaged Growing FUM 1,700 customers with recurring revenue (FUM in $B) Gross Retention (2020) 96% GR 15 9% CA 1 13 Avg MT Customer Tenure ~8-9 years 9 7 Avg MT Contract Length ~3-5 years 2018 2019 2020 2021 1. FUM: Freight Under Management, which represents the dollar amount of freight managed by a MT provider on behalf of their shipper clients