Susan V. Wasserman

1) Susan Wasserman, CPA~7015 Grevilla Avenue South~South Pasadena~FL~33707~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1980~80hrs~60hrs~Tax preparation and manage daily activities. 2) Yoga Flow Inc.~7015 Grevilla Avenue South~South Pasadena~FL~33707~Other~President~6/1/2007~80hrs~60hrs~Yoga classes, workshops, creating and selling yoga related products. 3) 4TH STREET BUNGALOWS, LLC POSITION: President NATURE: Rental of office buildings. These buildings belonged to our deceased mother and were inherited by myself and my two siblings. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2023; ADDRESS: 7015 Grevilla Avenue S., South Pasadena FL 33707, United States; DESCRIPTION: Bookkeeping and collection of rents. 4) FOURTH STREET INSURANCE PROFESSIONALS INC. POSITION: President/Co-owner NATURE: Myself along with my two siblings are recent co-owners of this insurance agency which belonged to our mother who passed away. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/13/2023; ADDRESS: 5800 4th Street N, St. Petersburg FL 33703, United States; DESCRIPTION: Bookkeeping services which will be paid to my CPA firm. This insurance agency employs agents who are licensed to sell property and casualty insurance only. I have the opportunity to use my license to sell life, health and variable annuities at this location. This is already listed as my branch location. I understand that any life insurance and/or annuities that I sell would be through Avantax only. I will be the only person at this office selling life insurance and annuities. 5) FLORIDA YOGA TEACHERS ASSOCIATION POSITION: Treasurer NATURE: Volunteer treasurer for a small non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: 7015 Grevilla Avenue S., South Pasadena FL 33707, United States DESCRIPTION: Monthly accounting, bank reconciliations, preparation of financial statements for quarterly meetings.