Chateau Montelena: A California Winery Producing a Variety of Wines Tiburon Research February 28, 2019

Chateau Montelena Comments 2 Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 2

Chateau Montelena History Chateau Montelena was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases Chateau Montelena History Chateau Montelena Founded Chateau Montelena Today Early Phase Middle Phase Recent Phase Approximate Dates: XXXX XXXX - XXXX XXXX - XXXX XXXX - 2019 2019 Key Steps: XXXX: Chateau Montelena founded XXXX: -- XXXX: -- XXXX: -- Source: Tiburon Research & Analysis 3

Chateau Montelena was Founded in XXXX Comments Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 4

Chateau Montelena is Not a Frequent Advertiser Advertising Comments -- Source: Tiburon Research & Analysis 5

Chateau Montelena Has a Web Site with XXXX Core Sections, Including __ -- -- -- -- - -- Source: Tiburon Research & Analysis 6

Chateau Montelena is Not a Frequent Acquirer Acquisitions Comments -- Source: Tiburon Research & Analysis 7

Chateau Montelena Has a Charitable Giving Program Comments -- Source: Tiburon Research & Analysis 8

Chateau Montelena Has Employees Needs data Chateau Montelena Employees Source: Tiburon Research & Analysis 9

Chateau Montelena Has Planted Acres Needs data Chateau Montelena Planted Acres Source: Tiburon Research & Analysis 10

Chateau Montelena Produces Tons of Grapes Needs data Chateau Montelena Tons of Grapes Source: Tiburon Research & Analysis 11

Chateau Montelena Produces Gallons of Wine Needs data Chateau Montelena Gallons of Wine Source: Tiburon Research & Analysis 12

Chateau Montelena Produces Cases Needs data Chateau Montelena Cases Produced Source: Tiburon Research & Analysis 13

Chateau Montelena Generates Revenues Needs data Chateau Montelena Revenues ($ Millions) Source: Tiburon Research & Analysis 14

Chateau Montelena Earns $___ Million Needs data Chateau Montelena Net Profits ($ Millions) Source: Tiburon Research & Analysis 15

Chateau Montelena Produces a Number of Varietals, Including… -- -- -- -- -- Source: Tiburon Research & Analysis 16

Chateau Montelena’s First Varietal is ___ Comments -- Source: Tiburon Research & Analysis 17

Chateau Montelena’s Second Varietal is ___ Comments -- Source: Tiburon Research & Analysis 18

Chateau Montelena is Led by its CEO… Organizational Chart -- -- -- -- -- -- Source: Tiburon Research & Analysis 19

Chateau Montelena Has a Board of Directors Led by its Chairman… -- -- -- -- -- -- -- -- -- -- Source: Tiburon Research & Analysis

Chateau Montelena is Privately Owned Comments -- Source: Tiburon Research & Analysis 21

Chateau Montelena Has Assets Needs data Chateau Montelena Assets ($ Millions) Source: Tiburon Research & Analysis 22 22 22

Chateau Montelena Has Liabilities Needs data Chateau Montelena Liabilities ($ Millions) Source: Tiburon Research & Analysis 23 23 23

Chateau Montelena Has Shareholders’ Equity Needs data Chateau Montelena Shareholders Equity ($ Millions) Source: Tiburon Research & Analysis 24 24 24

Chateau Montelena Earns … Per Share Needs data Chateau Montelena Earnings Per Share Source: Tiburon Research & Analysis 25 25 25

Chateau Montelena Declares … Dividends Per Share Needs data Chateau Montelena Dividends Per Share Source: Tiburon Research & Analysis 26 26 26

Chateau Montelena Has a … Dividend Yield Needs data Chateau Montelena Dividend Yield Source: Tiburon Research & Analysis 27 27 27

Chateau Montelena’s Stock Price is … Needs data Chateau Montelena Stock Price Source: Tiburon Research & Analysis 28 28 28

Chateau Montelena Has … Shares Outstanding Needs data Chateau Montelena Shares Outstanding Source: Tiburon Research & Analysis 29 29 29

Chateau Montelena’s Market Capitalization is … Needs data Chateau Montelena Market Capitalization ($ Millions) Source: Tiburon Research & Analysis 30 30 30

Chateau Montelena is Owned by …. Needs real data Chateau Montelena Ownership By Owner Source: Tiburon Research & Analysis 31 31 31

Chateau Montelena’s Stock Volume is…. Needs data Chateau Montelena Stock Volume Source: Tiburon Research & Analysis 32 32 32

Tiburon Strategic Advisors Comments Focus on corporate-level strategy Serve senior executives only at financial services companies Key services: market seminars, market research, & strategy consulting Served over 450 corporate clients and completed over 2,200 projects since 1998 Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis 33 33