Stephen George Imboden

1) Fiduciary Appointment-Trustee;; 1400 N Dutton Avenue, Suite 22, Santa Rosa, CA 95401; 8/25/2016; 2hrs; 2hrs; Maintain a bank acct for the trust and disburse funds either directly to or on the behalf of the beneficiary for her living , health, and well-being expenses. 2) Stephen G. Imboden, CPA; 1400 N. Dutton Avenue, Suite 22, Santa Rosa, CA 95401; Tax Preparation/Accounting, Owner/Sole Proprietor; 1/1/2009; 160hrs; 160hrs; Tax planning and preparation; accounting services. 3) Fiduciary Appointment-Trustee; 1400 N. Dutton Avenue, Suite 22, Santa Rosa, CA 95401; 1/3/2014; 1hrs; 0hrs; Hold funds in cash. No activity since inception of this trust. The funds are to be disbursed in full to the beneficiary on July 1, 2022. 4) CHARLES H SERLIS REVOCABLE LIVING TRUST; Successor Trustee: Deceased party's trust administration INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/18/2021 ADDRESS: 5746 Raters Drive, Santa Rosa CA 95409, Liquidate investments and consolidate all cash into trust bank account; pay all final expenses of the decedent and those related to the trust administration; transfer personal residence to beneficiary; file final individual and trust tax returns; make final distribution to beneficiaries (charities). 5) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; Agent: Sell life insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/23/2021 ADDRESS: 5746 Raters Drive, Santa Rosa CA 95409, Offer insurance policies to my clients. 6) SURVIVING GRANTORS TRUST UNDER THE NICHOLAS SCHRODER AND JOANNE SCHRODER TRUST AGREEMENT DATED APRIL 18, 1997 POSITION: Successor Trustee NATURE: Trust administration; Trustor passed away on February 5, 2023. Trustees duties are to gather the assets of the trust and distribute them to the Trustors two adult children INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 02/05/2023 ADDRESS: 5746 Raters Drive, Santa Rosa CA 95409, United States DESCRIPTION: Inventory assets (cash, investments, real estate), liquidate those assets and distribute the proceeds to the trust beneficiaries. 7) NICHOLAS SCHRODER, JR. AND JOANNE LUCILLE SCHRODER EXEMPTION TRUST POSITION: Successor Trustee NATURE: I am responsible for taking control of the trust's assets (two Merrill Lynch brokerage accounts) and distribute those assets to the two trust beneficiaries INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/05/2023 ADDRESS: 5746 Raters Drive, Santa Rosa CA 95409, United States DESCRIPTION: I am responsible for taking control of the trust's assets (two Merrill Lynch brokerage accounts) and distribute those assets to the two trust beneficiaries.