Board of Directors’ May 26, 2021 Meeting Agenda

CCRC Statute Overview, Presented by Eric Dowdy CGAO

Board of Directors’ Meeting Minutes April 28, 2021

401K Plan Committee Meeting Agenda May 12, 2021

401K Plan Committee Meeting Minutes May 12, 2021

L. Carlson 401K Plan Recent Developments May 2021 for Committee Meeting

March 2021 Financial Summary

March 2021 Monthly Snapshot

March 2021 Finance Report

March 2021 Investment Report

Weekly Marketing Occupancy and Inventory Report May 21, 2021

May President’s Letter to the Board

Frank Rockwood’s Biography

Heritage on the Marina Organizational Chart May 13, 2021

Heritage on the Marina Organizational Chart April 8,2021

2021 Board of Directors’ Roster May 2021