NewLake Capital Partners, Inc.

During the three months ended June 30, 2026, none of our Company's directors or officers adopted, modified orterminated any Rule 10b5-1 trading arrangement or non-Rule 10b5-1 trading arrangement (as such terms are defined in Item 408 of Regulation S-K of the Securities Act of 1933).

Entry into a Material Definitive Agreement; Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.

On August 5, 2026, NLCP Operating Partnership, L.P.(the "Operating Partnership") entered into Amendment Number Three to the Loan and Security Agreement (the “Third Amendment”), amending the Loan and Security Agreement, dated as of May 6, 2022, as amended by the First Amendment to Loan and Security Agreement, dated as of July 29, 2022 and the Omnibus Second Amendment to Loan and Security Agreement and Loan Documents, dated as of March 10, 2025 (the “Existing Loan and Security Agreement” and, as amended by the Third Amendment, the “Loan and Security Agreement”), by and among the Operating Partnership and a commercial federally regulated bank, as a lender and as agent for the lenders from time to time party thereto (the “Lenders”), and the Lenders.

The Third Amendment (i) maintains the aggregate revolving commitment of $90.0 million, with one existing regional bank providing the full commitment under the facility, subject to lender approval for borrowings in excess of $30.0 million in aggregate principal amount ; (ii) extends the maturity date by two years to May 6, 2029; (iii) modifies the interest rate, such that borrowings bear interest at a variable rate equal to the greater of (a) the Prime Rate quoted in the Wall Street Journal (Western Edition) or (b) 6.25%; and (iv) revises the unused line fee provisions such that a 0.25% per annum unused line fee applies only if average daily revolver usage is less than 35% of approved revolver availability for the applicable period.

In connection with the Third Amendment, the guarantors of the Loan and Security Agreement reaffirmed the existing Guaranty. The foregoing description of the Third Amendment does not purport to be complete and is qualified in its entirety by reference to the full text of the Third Amendment, a copy of which will be filed as an exhibit to the Company's Quarterly Report on Form 10-Q for the period ended September 30, 2026.