CION INVESTMENT CORPORATION (NYSE:CION)

Portfolio Characteristics

Portfolio Characteristics*

As of June 30, 2024

Investment Composition

84.3%First Lien Senior
Secured Debt
First Lien Senior Secured Debt
84.3%
Second Lien Senior Secured Debt
0.8%
Equity
14.5%
Unsecured Debt
0.3%
Collateralized Securities & Structured Prodcuts - Equity
0.1%

Floating / Fixed Rate Breakdown

81.1%Floating Rate
Investments
Floating Rate Investments
81.1%
Non - Income Producing Investments
13.2%
Fixed Rate Investments
5.4%
Other Income Producing Investments
0.3%

A Resilient and Well Diversified Portfolio*

As of June 30, 2024

Allocation by Industry

Services: Business
15.8%
Healthcare & Pharmaceuticals
12.5%
Retail
7.8%
Media: Diversified & Production
7.3%
Services: Consumer
5.9%
Media: Advertising, Printing & Publishing
5.6%
Energy: Oil & Gas
5.5%
Consumer Goods: Durable
5.3%
Beverage, Food, & Tobacco
5.1%
Construction & Building
4.6%
Other Industries
24.6%

*The information presented summarizes certain CION holdings as of the date indicated herein. This summary does not provide a complete portfolio overview but just a sampling of holdings. Please refer to CION’s Quarterly Report on Form 10-Q or Annual Report on Form 10-K, as relevant, for further details on the summarized information. There can be no assurance that CION’s future capital will be invested in a manner similar to the investments described herein. Percentages represent approximate figures. Past performance does not guarantee future results, which may vary. Data excludes short term investments, which represent an investment in a fund that invests in highly liquid investments with average original maturity dates of three months or less. Information is based on the relative fair value of the underlying portfolio holdings.

Representative Portfolio Companies**

as of June 30, 2024

Thrill Holdings LLC

Media: Diversified & Production

First Lien

Pentec Acquisition Corp.

Healthcare & Pharmaceuticals

First Lien

Optio Rx, LLC

Healthcare & Pharmaceuticals

First Lien

USALCO, LLC

Chemicals, Plastics & Rubber

First Lien

Cennox, Inc.

Services: Business

First Lien

MacNeill Pride Group Corp.

Services: Consumer

First Lien

**Please refer to CION’s Quarterly Report on Form 10-Q or Annual Report on Form 10-K, as relevant, for further details on the preceding summarized information.

The preceding information summarizes certain CION holdings as of the date indicated herein. These representative holdings do not provide a complete portfolio overview but just a sampling of holdings. There can be no assurance that CIONs future capital will be invested in a manner similar to the investments described herein.

Data excludes short term investments, which represent an investment in a fund that invests in highly liquid investments with average original maturity dates of three months or less.

Contact Us

Media

100 Park Avenue, 25th Floor
New York, NY 10017
Phone: 212.418.4700
Fax: 212.418.4739
Email: general@cioninvestments.com

Registered Account Related Questions

Toll Free: 800.343.3736 / 888.729.4266
Hours: Monday – Friday, 8:30AM – 6:00PM ET

Investor Relations

Charlie Arestia
CION
(646)-253-8259
carestia@cioninvestments.com