Ross Bradley Goldstein

1. MERCOR.IO CORPORATION, 181 Fremont Street, 33rd Floor, San Francisco, CA 94105. Investment-related: Yes. Nature of business: Technology and artificial-intelligence project services involving FP&A and financial analysis. Position/title and relationship: Independent Contractor – FP&A; compensated on a project basis. Start date: 09/01/2026. Approximate commitment: 60 hours per month, including approximately 30 hours per month during securities trading hours. Duties: Provides remote, project-based AI training, research, and evaluation services involving FP&A and financial-analysis tasks. This activity does not involve soliciting or serving advisory clients, providing individualized investment advice, executing securities transactions, or using Gemstone Wealth Management or client information. The schedule is flexible, and responsibilities to Gemstone Wealth Management and its clients take priority. 2. SCALE AI, INC. AND SMART ECOSYSTEM, INC. D/B/A OUTLIER AI, 650 Townsend Street, San Francisco, CA 94103. Investment-related: Yes. Nature of business: Technology and artificial-intelligence training involving personal-finance and financial-analysis subject matter. Position/title and relationship: Independent Contractor – AI Trainer/Finance Subject-Matter Expert; compensated on a task basis. Start date: 09/02/2026. Approximate commitment: 10 hours per month, including approximately 1 hour per month during securities trading hours. Duties: Remotely researches, evaluates, and improves AI-generated responses and training tasks involving personal finance and financial analysis. This activity does not involve soliciting or serving advisory clients, providing individualized investment advice, executing securities transactions, or using Gemstone Wealth Management or client information. The schedule is flexible, and responsibilities to Gemstone Wealth Management and its clients take priority.