Information Provided by You

We collect personal information about you that you provide while you use Shephrd’s Services or any associated websites, desktop or mobile applications. We collect some of this information during the registration and/or application process. Additional information may be gathered during your subsequent use of Shephrd’s Services, or when we communicate with you via telephone, email or other means. If you open an account or use the Shephrd’s Services, we may collect the following types of information:

(1) Organization information - name, employment indemnification information, address, phone, email; and (2) Personal individual information - name, address, phone, email, age, birthdate, and other similar information. Before permitting you to use the Services, we may require you to provide additional information. We may use this information to verify your identity or other information you provide.

Information Collected Based on your Activity and Use

When you visit the Shephrd website or use the Services, we may collect information sent to us by computer, mobile phone or any other device. This information may include your IP address, device information including but not limited to identifier, name and type, operating system, location, mobile network information and standard web log information, such as your browser type, traffic to and from our site, the pages you accessed on our website, and any other available information. We may also collect information about your use and interaction with our website, application or the Services. For example, we may evaluate your computer, mobile phone or other access device to identify any malicious software or activity that may affect the availability of the Services. When you use the Services, we may also store information based on your usage history. This includes, but is not limited to, details of your purchases, content you viewed, event information, click stream information, and cookies that may uniquely identify your browser or your account. We may also collect information about you from any contact you have with any of our services or employees, such as, with our customer support team, in surveys, or through interactions with our affiliates.

Payment Information

Shephrd does not collect, store, nor retain any payment information, including any banking information or cardholder data

Cookies and Anonymous Identifiers

Shephrd uses technologies such as cookies, beacons, tags, and scripts, to analyze trends, administer the website, track users’ movements around the website, and gather demographic information about our user base as a whole. We may receive reports on this activity on an individual and aggregated basis. You can control the use of cookies within your web browser. However, if you reject cookies, your ability to use some features or areas of our websites may be limited.

Do-Not-Track Signals

Shephrd does not process or respond to “do not track” signals or other similar signals whereby a visitor to a website requests that it disable collection of information about the visitor’s online activities over time and across different websites.

HOW SHEPHRD USES YOUR INFORMATION

To Improve Our Service

Shephrd uses information to develop, perform and improve our services, contact you, conduct research, and provide anonymous reporting for clients. For example, we may use information to provide customer service and support, process transactions, resolve disputes, collect payments, prevent illegal activities, customize the Services, reduce risk to all parties involved in our transactions, and verify the accuracy of information.

To Serve Relevant Marketing to You

We may use information to deliver targeted marketing, service update notices, and promotional offers based on your communication preferences.

HOW SHEPHRD SHARES YOUR INFORMATION

We do not disclose our clients’ information obtained from the use of our Service to any third parties. Shephrd only uses the information collected primarily to provide its Services to you. Shephrd will never sell your information. Shephrd is committed to your privacy.

HOW SHEPHRD PROTECTS YOUR INFORMATION

Safety Policies

Shephrd stores and processes your information maintaining physical, electronic and procedural safeguards. We maintain physical security measures to guard against unauthorized access to systems and use safeguards such as firewalls and data encryption. We authorize access to personal information only for those employees who require it to fulfill the responsibilities of their jobs.

LAST REVIEW DATE: 7/24//25