Donald Albert Lueke

1.) HERITAGE FIRST, INC; YES INVESTMENT RELATED; 800 W 47TH ST SUITE 709 KANSAS CITY, MO; INSURANCE SALES; OWNER; START DATE: 12/2005; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES; Heritage First, Inc., serves as the parent company for several affiliated entities that provide distinct professional services. Heritage First, Inc. owns Heritage First Wealth Management, LLC; Heritage First Legacy Planning, LLC; Heritage First Insurance Services, LLC; and Heritage First Tax Advisory Services. 2.) HERITAGE FIRST INSURANCE SERVICES, LLC; YES INVESTMENT RELATED; KANSAS CITY, MO; INSURANCE SALES; OWNER; START DATE: 12/2025; APPROX 80HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES; . 3.) HERITAGE FIRST, INC; NOT INVESTMENT RELATED; 800 W 47TH ST SUITE 709 KANSAS CITY, MO; LEGACY PLANNING: A PROCESS OF GUIDED DISCOVERY WITH FAMILIES FOR THEM TO INTENTIONALLY SHARE VALUES TO PASS ON TO THE NEXT GENERATIONS, ALSO ENCOURAGE PHILANTHROPY AS A TEACHING TOOL; START DATE: 12/2004;OWNER; LESS THAN 5 HOURS/MONTH DURING TRADING; PARTICIPATE IN THE PROCESS OF GUIDED DISCOVERY WITH FAMILIES TO CONSTRUCT THEIR HERITAGE STATEMENTS. 4.) PREPARE Institute; Investment Related; 8160 Perry Hwy, Pittsburg, PA 15237; Educational Workshops; Start Date: 10/8/2024; Instructor; Approx 6 Hrs/Month; Approx 1 Hrs/Month during trading; Instructor. 5.) Society for Financial Awareness (SOFA); Investment Related: Yes; 800 W 47th St. Suite 709, Kansas City, MO 64112; Non Profit promoting financial literacy; Member; Start Date 10/2025; Approx hours per month: 02; Approx hours during trading: 0; Run workshops with the intent to provide financial literacy. 6.) Author; Investment Related: No; 800 W 47th St. Suite 709, Kansas City, MO 64112; Non Profit promoting financial literacy; Member; Start Date 10/2025; Approx hours per month: 02; Approx hours during trading: 0; Run workshops with the intent to provide financial literacy. 7.) Heritage First Legacy Planning, LLC; Kansas City, MO; estate planning document services, Address: 800 W 47th St. Suite 709, Kansas City, MO 64112 , Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 10, Hours during trading: 5. 8.) Heritage First Tax Advisory, LLC; Investment Related: No; 800 W 47th St, Suite 709, Kansas City MO 64112; Tax Preparation; Managing Member; Start Date 02/2026; Approx hours per month: 10; Approx hours during trading: 10; Refer clients/prospects to the tax preparation 9.) Rare Coins of New Hampshire; Investment Related: Yes; 800 W 47th St, Suite 709, Kansas City MO 64112; I make referrals if the client is interested in holding precious metal; Advisor; Start Date 01/2026; Approx hours per month: 1; Approx hours during trading: 1; My involvement is only as much as being a financial advisor and understanding what the client wants. If they feel it is appropriate and through discussion, they want to move forward, that my role continues to be one of a connector or one that would introduce them to Rare Coins of New Hampshire. From there, the two parties make the transaction.