Mark Robert Witthaus

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: 08/11/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: ONE BRIDGE WEALTH MANAGEMENT POSITION: Owner/Managing member NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/14/2019 ADDRESS: 230 S Bemiston Ave suite 910, St. Louis MO 63105, United States DESCRIPTION: Facilitate advisory business including investment management and financial planning Name: M WITTHAUS WEALTH MANAGEMENT, LLC POSITION: Owner/Managing Member NATURE: Administrative pass-through INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/14/2019 ADDRESS: 932 Bentley Park Circle, O'Fallon MO 63368, United States DESCRIPTION: Duties include making recommendations on insurance products, running payroll and managing expenses Name: ERIK R HELDT SCHOLARSHIP FUND POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2026 ADDRESS: 300 S Jefferson, Springfield MO 65806, United States DESCRIPTION: I will be able to view and request grants to scholarship recipients. We raise funds yearly through a golf tournament and I act as a liaison between the needs of the scholarship fund and the investment managers. Name: MVSAB LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2026 ADDRESS: 499 Melanie Meadows Ln, Ballwin MO 63021, United States DESCRIPTION: We will occasionally do upkeep and maintenance on the home.