Money Forward Establishes New Shareholder Benefit Program

Money Forward, Inc. will establish a new shareholder benefit program aimed at expanding its investor base and deepening understanding of the services provided by the Group. Under the shareholder benefit program, shareholders who hold 100 or more shares continuously for six months or longer will receive coupons for the premium service of the money visualization app 'Money Forward ME' and other benefits provided by the Group. ■ Background of the New Shareholder Benefit Program Under the mission of 'Money Forward. Life Forward.', we aim to solve the 'financial challenges' of all people. We have newly established this shareholder benefit program to express our gratitude for the continuous support of our shareholders and to expand our individual investor base. We hope that shareholders will experience the value we provide not just through financial returns, but by actually using our Group's services that support the visualization of household finances and assets. Through this program, we aim to build a relationship where individual investors support us from a medium- to long-term perspective, while creating a virtuous cycle where shareholders' lives are enriched through the use of our services. ■ Overview of the Shareholder Benefit Program The shareholder benefit program will have its first record date on May 31, 2026, and will generally target shareholders who hold 100 shares (1 unit) or more continuously for six months or longer (*1). Thereafter, it will target shareholders listed on the shareholder registry as of the end of May and the end of November each year. As an exception for the initial record date of the end of May 2026, we will offer only the 'Money Expo' benefit to shareholders holding 500 or more shares, regardless of the continuous holding period of six months or more. From the record date of the end of November 2026 onwards, the following shareholder benefits will be provided according to the number of shares held to shareholders who hold 100 shares (1 unit) or more continuously for six months or longer (*1). Furthermore, during 2026, we plan to provide a 'Special Badge' exclusively for shareholders within the 'Money Forward ME' service (*2). Number of Shares Held / Benefit Details 100 to 199 shares [End of May / End of November] 'Money Forward ME' Premium Service 'Standard Course' Coupon (*3) 200 to 299 shares [End of May / End of November] 'Money Forward ME' Premium Service 'Asset Formation Advance Course' Coupon (*3) 300 to 499 shares [End of May / End of November] - 'Money Forward ME' Premium Service 'Asset Formation Advance Course' Coupon (*3) - 'Money Forward Cloud Tax Return' Personal Plan Coupon (*4) 500 shares or more [End of May / End of November] - 'Money Forward ME' Premium Service 'Asset Formation Advance Course' Coupon (*3) - 'Money Forward Cloud Tax Return' Personal Plan Coupon (*4) [End of May Only] - Invitation to Japan's largest real money event, 'Money Expo' *1: Must be recorded in the shareholder registry with the same shareholder number for two consecutive times. In determining continuous holding, it is a condition to be recorded in the shareholder registry consecutively twice with the same shareholder number. Please note that you will not be eligible for continuous holding if you use a securities company's stock lending service or if your shareholder number changes due to buying and selling during the period. *2: The badge feature requires holding 100 or more shares. Also, this feature will only be available on the 'Money Forward ME' app version. Specific details of this feature will be announced within 'Money Forward ME' when it becomes available. *3: Coupons are valid for six months. Further details regarding the shareholder benefits will be communicated to eligible shareholders in the future. *4: Coupons are valid for six months. Benefits will be presented twice a year, approximately two months after the record date. However, the 'Money Expo' benefit will be presented only once a year to shareholders recorded as of the end of May. - Shareholders recorded as of the end of May: Scheduled to be mailed around July - Shareholders recorded as of the end of November: Scheduled to be enclosed with the 'Notice of Convocation of the Ordinary General Meeting of Shareholders' dispatched around early February of the following year. Currently, 'Money Forward ME' offers various actions by users in household management and asset formation...