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Voting Information For Advisors

Vote the GREEN Proxy Card for NexPoint’s Nominees

See below for information on how to vote for NexPoint’s nominees using the GREEN proxy card. 
Voting instructions are based on how shares are held:
Brokerage Voting
For shares held through a broker / in a brokerage account, see Vote Through a Broker below. 
Note: Voting processes vary by brokerage firm, so please request voting assistance if you are having issues voting through your broker.
For shares held directly through the Company’s transfer agent, see Vote Directly below.

We encourage advisors to share this information with their clients and give them an opportunity to learn more about the current UDF IV Board and the new nominees.

HOW TO VOTE

Vote Through a Broker

If shares are held through a broker, follow the below instructions.

If you receive materials from your broker by email, you can follow the voting instructions in the email. (Note: emailed proxy materials are sent to the same email address that is associated with your brokerage account.) If you cannot locate the email sent by your broker, try searching the following terms in your inbox: 
  • id@proxyvote.com
  • @proxydocs.com  
  • @saytechnologies.com 

If you receive your proxy materials by mail, you can submit your vote by telephone.

  • Locate the control number listed on the enclosed voting instruction form along with the toll-free telephone number. Your control number is the 16-digit number in a box indicated by an arrow.
  • Dial the toll-free telephone number and enter your control number once prompted.
  • Continue to follow the instructions given to complete your vote.  

If you receive your proxy materials by mail, you can complete the enclosed voting instruction form by:

  • Marking your vote;
  • Signing and dating the form; and
  • Returning the voting instruction form using the pre-paid return envelope.  

HOW TO VOTE

Vote Directly

If shares are held directly through the transfer agent, follow the below instructions.

Submit your vote online at www.okapivote.com/UDFIV2024. When prompted, please enter the control number listed on the proxy card included in the package that was mailed to you

Call (866) 763-6519 to submit your vote on a touch-tone phone. When prompted, please enter the control number listed on the GREEN proxy card included in the package that was mailed to you.  

Complete the GREEN proxy card that was mailed to you. After marking, signing, and dating the card, return the completed card in the mail using the pre-paid return envelope included in the materials. 

Your client’s control number for the GREEN proxy card is included in the materials that NexPoint has sent to shareholders. If they do not have a green proxy card or cannot locate your control number, Okapi Partners will provide assistance. Your shareholder may need to retrieve their green control number from the broker (see below for more information). 

Yes. The following are steps that shareholders may take to access their green control number.

  • Call their broker’s customer service hotline. Shareholders may be prompted to enter a social security number and/or account number. They may also be prompted to say the reason for the call in a few words. If prompted, please say “proxy” or “proxy voting”.
  • Request non-management green control number for United Development Funding IV annual meeting.* Shareholder should request the control number(s) for United Development Funding IV’s upcoming annual shareholder meeting. 
  • Provide the CUSIP: 910187103

  • Visit  www.proxyvote.com to enter shareholder control number and submit vote.

*NOTE: It is critical that they provide the NON-MANAGEMENT GREEN CONTROL NUMBER(S). Customer service representatives tend to only provide customers with the first control number they see, which often Management’s control number. The representative may need to toggle screens within their systems to locate the non-management green control number(s). You may need to instruct them to do so.

Charles Schwab: (800) 323-4332

Fidelity: (800) 343-3548

LPL: (800) 558-7567

Pershing: (877) 870-7230

Morgan Stanley: (888) 454-3965

Wells Fargo: (877) 879-2495

Yes. Shareholders who already voted with management’s white proxy card can change their vote to support NexPoint’s nominees by submitting the GREEN proxy card. To change your vote you need your GREEN control number located in NexPoint’s proxy materials (NOT the one used for your original vote). Only the latest dated vote will count.

See a list of FAQs for more answers to common shareholder questions: FAQs for UDF IV Trustee Election

SHAREHOLDER SUPPORT

Voting Assistance

A member of the Okapi Partners team can provide voting assistance:

Note: You may have to request your green control number through your broker. See instructions below.

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