John David Foley

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2019 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2.NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC DBA LIFEWISE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2016 POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES 3.NAME OF OTHER BUSINESS: FOLEY FAMILY FARM TRUST INVESTMENT RELATED: NO ADDRESS: 1220 E 1800 NORTH RD, MONTICELLO, IL 61856 NATURE OF BUSINESS: TRUSTEE START DATE: 06/1997 POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 1 HOUR PER YEAR APX NUMBER OF HOURS DURING TRADING HOURS: 1 HOUR PER YEAR BRIEF DESCRIPTION OF DUTIES: FAMILY TRUST THAT HOLDS 75 ACRES OF FARMLAND 4. NAME OF OTHER BUSINESS: CIG TAX ADVISORS LLC DBA LIFEWISE TAX ADVISORS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: BUSINESS ADMINISTRATION, STAFF SUPERVISION AND BUSINESS DEVELOPMENT;