James Edward Durand

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: KESTRA INSURANCE PLANNING POSITION: Advisor/broker NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/03/2025 ADDRESS: 10 Walden Street, Williamstown MA 01267, United States DESCRIPTION: Sale and servicing of fixed insurance business. Largest focus likely on fixed annuity business, with occasional life insurance and LTC transactions. Anticipate that the majority of transactions will be to clients who maintain other investments accounts through Kestra Financial. Name: NORTHERN BERKSHIRE UNITED WAY POSITION: Committee member (finance) NATURE: Finance committee member INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2025 ADDRESS: 60 Roberts Drive, North Adams MA 01247, United States DESCRIPTION: Monthly meetings to review financials, discuss budget, etc. Occasional reviews of the organization's investment accounts, which are maintained by my colleague Rob Abel. I do NOT have signing authority for the organization, or any access to their bank accounts. Name: GREEN RIVER FINANCIAL SERVICES POSITION: Owner and financial advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2025 ADDRESS: 10 Walden Street, Williamstown MA 01267, United States DESCRIPTION: Financial advisor to my clients, as well as providing investment support services to colleagues Rob Abel and Jason Dohaney. Assisting in operating the business. Name: BURCS, INC. POSITION: Board member, race director NATURE: 501(c)3 - chartiable fundraising through ultrarunning events INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/03/2025 ADDRESS: 53 Essex Street, Pittsfield MA 01201, United States DESCRIPTION: Primary responsibilities are as race director; I am responsible for putting on 2-3 races each year. This involves securing permits and insurance, marketing the event, organizing volunteers, organizing race entries, marking the course, etc. I am usually very busy with BURCS activity in the two days prior to a race, but very minimal impact on my day-to-day responsibilities during the remainder of the year. In addition, I have been on the Board of Directors of BURCS, Inc. since Setember 2024. As such, I am involved in long-term planning and strategic considerations, including helping decide which organizations should be the beneficiaries of our donations. I do NOT have access to any of BURCS' assets; I am NOT listed as an authorized individual on the organization's bank account.