David Wayne Verhille

1.10/24/2012: TrueNorth Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 25% Time Spent 2.OHNWARD BANK & TRUST POSITION: Board Member NATURE: Community, Civic and Charitable Board INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2004 ADDRESS: 665 Marion Blvd, Marion IA 52302, United States DESCRIPTION: Board of directors 3.HUNTERS RIDGE DEVELOPMENT POSITION: Owner NATURE: Golf Course & Real Estate Development INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1997 ADDRESS: 2901 Hunters Ridge Road, Marion IA 52302, United States DESCRIPTION: President and Treasurer for golf course operation management and residential real estate development. 4.TRUENORTH PRINCIPALS POSITION: Owner NATURE: Evp & Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 500 1st St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Management of Insurance Agency 5.TRUENORTH REAL ESTATE LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2002 ADDRESS: 500 1st St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Building ownership for primary business, 6.VERHILLE & ASSOCIATES POSITION: Owner NATURE: Fixed Insurance and Investment products via Lion Street. INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 25 START DATE: 01/01/1994 ADDRESS: 500 1st St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Management and sales of insurance and investment products. 7.03/18/2013: Private Advisor Group, LLC - Registered Investment Advisor - DBA: (HYBRID) Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - 10% Time Spent - Provide asset management for a fee 8.05/09/2014: TrueNorth Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 9.TRUENORTH COMPANIES POSITION: Owner NATURE: Non-Variable Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 500 1st St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Insurance Sales 10.KD4 POSITION: Owner NATURE: Investment Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 500 1st St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Analisys of investments for our investment group. 11.3/26/2020 - Verhille Investments, LLLP - Not Investment Related - At Reported Business Location(s) - Other-General Partner - Contingent General Partner - Start Date: 11/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Limited liability partnership set up by father for estate planning purposes for family. 12.FIRST MAINSTREET INSURANCE POSITION: Owner NATURE: Retail property and casualty for personal lines and small commercial, as well as life insurance (non-variable). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 500 1st St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Provide marketing support to agents in FMSI for non-securities life insurance, annuities and long term care. 13.BIG BIRD,LLC POSITION: Owner NATURE: This group of friends participates in investment offerings similar to a previously approved OBA (KD4) but due to the death of one of the LLC owners, a new LLC is being drawn. KD4 remains in place. The LLC is Big Bird Investments, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2023 ADDRESS: 500 1st St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Investor but not an active manager.