Matthew Kay Stewart

- Name of other business: MA Stewart, LLC - Investment-related: No - Address: 2074/2076 S California Ave, Provo, UT 84606 - Nature of the other business: Duplex rental property - Position/title/duties: Co-Owner/landlord activities - Start date: 03/2019 - Approximate number of hours/month devoted to the other business: less than 1 hour - Number of hours devoted during securities trading hours: less than 1 hour - Name of other business: Matt Stewart & Associates, LLC - Investment-related: No - Address: 724 S 1600 W #230, Mapleton, UT 84664 - Nature of the other business: Provides financial education seminars - Position/title/duties: Co-Owner - Start date: 11/2006 - Approximate number of hours/month devoted to the other business: 1 hour - Number of hours devoted during securities trading hours: 1 hour Matthew Stewart is currently a licensed insurance agent. This may present a conflict of interest because Matthew Stewart has the ability to sell insurance products to clients for additional compensation, however, as a fee only financial advisor Matthew Stewart no longer sells commissionable insurance products. This activity is no longer performed and is not-investment related. Matthew Stewart co-owns a rental townhome, in which he performs landlord activities including paying taxes, city bills, collecting rents, maintaining and repairing items at rental unit, showing property when vacant and other common items for the rental property. This activity generally takes less than one hour per month and is not investment related. Clients are not solicited to participate in this activity and no conflict of interest exists.