Joel Robert Almquist

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: 3

(38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 7/2007 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE; 3. NAME OF OTHER BUSINESS: JR ALMQUIST LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TO PROVIDE A CORPORATE STRUCTURE FOR MYSELF FOR TAX PURPOSES AND FOR ACCOUNTING START DATE: 4/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: CORPORATION TAX PAYING ENTITY, SELF EMPLOYED SINGLE PERSON LLC, DUTIES DO NOT DIFFER FROM MY CUSTOMARY ADVISORY BUSINESS; 4. NAME OF OTHER BUSINESS: INTEGRATIVE WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA START DATE: 6/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: MANAGING PARTNER; 5. NAME OF OTHER BUSINESS: FROZEN ORPHANS; INVESTMENT RELATED: NO; ADDRESS: 23229 FAISAN CT SANTA CLARITA, CA 91355; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TO BE A DISINTERESTED, NON COMPENSATED BOARD MEMBER TO ADVISE AND VOTE ON MEASURE FOR THE NON PROFIT ORGANIZATION;