Gary Nicholas Russell

1.CAYSAM, LLC, 8664 NE Broughton Ct. #164; Hansville; WA; 98340. INVESTMENT RELATED .Less than 5 hours per month. Represents personal interest in business ventures, no compensation. 2.Life Insurance Services; 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; not investment related. less than 5 hours per month. 3.Name: Helium Financial Group, LLC; address of the other business: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; the nature of the other business: Parent holding company, 100% owner of Helium Advisors LLC; investment-related: non- Investment Related your title: Manager/Principal; your duties: Passive entity 47 % ownership through CAYSAM. Book expenses and share costs and income; the start date of your relationship with the other business: 03/2016; The approximate number of hours per month you devote to the other business: Less than 5; the number of hours you devote to the other business during securities trading hours: 0 4.Name: Helium Tax; address of the other business: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; the nature of the other business: Accounting Firm; investment-related: Investment Related; your title: Manager through Helium Financial Group; your duties: 50% ownership; the start date of your relationship with the other business; April 2016; The approximate number of hours per month you devote to the other business: 0;the number of hours you devote to the other business during securities trading hours: 0 5.Partner in Element Planning Solutions LLC; Investment related: No; Location: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; Description: Element was set up so our advisors who have insurance licenses can receive payment through Element Solutions; Responsibilities Duties: There are no responsibilities for this entity. The entity was formed solely for our insurance licensed advisors to receive payment through this entity.; Start date: 2022-07-15; 0 Hours per month; No compensation. 6.Partner in Clarity Tax Group LLC; Investment related: No; Location: 1326 E Laurel St Bellingham WA 98225; Description: The company prepares tax returns and does accounting services for clients; Responsibilities Duties: Ensure the tax manager is running the business smoothly and efficiently; Start date: 2023-12-01; 0 Hours per month; No compensation. 7.Gary N Russell is a partner at The Expert Group LLC, overseeing executive management for our tax, accounting, and payroll consultancy services; Start date:2021-10-11; 5 trading hours, 20 off-hours per month and 5% to total yearly compensation.