Jeffrey Dalton Reddick

(1) the name of the other business; Insurance business dba is Guideline Capital Management whether the business is investment-related; it is investment related, insurance business is life insurance, annuities, long term care policies to effect necessary coverages and solutions identified for my financial planning clients the address of the other business; my same primary office for all three business: 5851 Legacy Cir Dr., Suite 600 Plano TX 75024 the nature of the other business; life insurance, annuities, ltc and disability insurance your position; financial advisor title, or relationship with the other business; financial advisor the start date of your relationship; June 1999 the approximate number of hours/month you devote to the other business; 40 hours a month the number of hours you devote to the other business during securities trading hours; 2 hours and briefly describe your duties relating to the other business; Research and then construct the best combination insurance solutions for clients who have an insurance need and then put in force and monitor

(2) the name of the other business; Litigation finance business is called VPR Ventures LLC whether the business is investment-related; it is investment related but formed via attorneys and consultants as an outside business and not part of my firm the address of the other business; 5851 Legacy Cir Dr., Suite 600 Plano TX 75024 the nature of the other business; we finance third party litigation your position; Managing Director title, or relationship with the other business; CFO the start date of your relationship; October 2022 the approximate number of hours/month you devote to the other business; 20hours a month the number of hours you devote to the other business during securities trading hours; 1 hour and briefly describe your duties relating to the other business; general CFP business management duties, accounting, finance related, and due diligence on finance opportunities