Bruce Todd Lear

1. NOVEM GROUP POSITION: Investment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2019 ADDRESS: 2032 Brentwood Blvd Grand Island NE 68802 DESCRIPTION: Client engagement, client service, and portfolio management. 2. FIVE POINTS BANK INSURANCE AGENCY POSITION: Managing Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 2032 Brentwood Blvd Grand Island NE 68802 DESCRIPTION: Offering fixed and fixed index annuity products to clients. 3. FIVE POINTS FINANCIAL SERVICES POSITION: Senior Vice President NATURE: This is a DBA utilized for the purpose of branding our full range of financial services through Osaic and Novem Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 2032 Brentwood Blvd Grand Island NE 68802 DESCRIPTION: Provide financial products and services for Osaic Wealth and Novem Group. 4. KEARNEY CATHOLIC HIGH SCHOOL POSITION: Girls' Head Soccer Coach NATURE: Catholic High School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2012 ADDRESS: 110 E 35th St Kearney NE 68847 DESCRIPTION: Head soccer coach for girls' high school soccer team. 5. GOLDENROD STAR, LLC POSITION: NA NATURE: LLC. Being resubmitted because of a name change. The original name was not approved by the State of Nebraska due to a similarly named entity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2025 ADDRESS: 5910 5th Ave Pl Kearney NE 68845 DESCRIPTION: 10% ownership as a non-voting shareholder. 6. CALAMUS ADVISORS, LLC POSITION: President NATURE: an LLC that facilitated consulting services, and the transfer of my business to Five Points Financial Services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 4803 Ave L Pl Kearney NE 68845 DESCRIPTION: 100% owner of Calamus Advisors LLC. No ongoing activity. 7.YANNEY HERITAGE PARK FOUNDATION POSITION: Board of Directors NATURE: The Yanney Heritage Park Foundation is a 501c

(3) non-profit organization that supports the operations and development of Yanney Heritage Park in the City of Kearney, Nebraska. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/11/2026 ADDRESS: 2020 W. 11th Street, Kearney NE 68845, United States DESCRIPTION: Advise the Foundation in operations and activities related to the growth and development of Yanney Heritage Park which is owned by the City of Kearney, NE. 8. BUFFALO COUNTY COMMUNITY PARTNERS POSITION: Campaign Committee NATURE: Nonprofit community service organization. My role is helping line up meetings so that the Executive Team can pitch what they do for the community to secure donations. Absolutely no control of funds whatsoever. If donations are made, they go direct to the organization, not to me or through me in any way. I simply educate people on what the organization does and set up the appointments. Plus, I help move furniture when they need help and occasionally make coffee. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2026 ADDRESS: 2510 11th Avenue, Kearney NE 68849, United States DESCRIPTION: Assist Community Partners in accumulating the resources to deliver mental health, healthcare, shelter and food security resources to underserved members of the community