Lieren Mcnally Timeus

1) THE ASCENT GROUP POSITION: Investment Advisor Representative NATURE: LLC The Ascent Group, LLC is an SEC Registered RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 05/21/2021 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: As an Investment Advisor Representative, I will provide advice to clients in return for an advisory fee. 2) ALERA INVESTMENT ADVISORS, LLC POSITION: IAR NATURE: Alera Investment Advisors, LLC is an SEC Registered RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/15/2023 ADDRESS: Three Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: As an investment advisor representative, I will provide investment advice to clients in return for an advisory fee. 3) Lake Taylor Transitional Care Hospital Foundation;investment related;1309 Kempsville Road,Norfolk,VA 23502;501(c)

(3) not for profit organization governed by a board of business,civic,and medical leaders from the region appointed by the Hospital's Board of Commissioners;investment committee member;5/2/2022;1 hr/month;1 hr during trading;responsible for evaluating the investment companies and financial matters on behalf of the board for the charitable arm of the Lake Taylor Transitional Care Hospital-The Lake Taylor Transitional Care Foundation 4) SUMMIT GROUP 401(K) CONSULTING POSITION: Senior Retirement Plan Advisor NATURE: DBA My agency sold its assets to Alera Group Inc. I am employed by Alera Group Inc. and doing business under the name Summit Group 401(k) Consulting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: As an associate with Alera Group Inc. I will continue to operate as I do today with my clients. I will continue to act as an IAR as applicable to continue servicing my existing client as well as new clients. We do business as Summit Group 401(k) Consulting. 5) SUMMIT GROUP OF VIRGINIA POSITION: Senior Retirement Plan Advisor NATURE: DBA My agency sold its assets to Alera Group Inc. I am employed by Alera Group Inc. and doing business under the name Summit Group of Virginia. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: As an associate with Alera Group Inc. I will continue to operate as I do today with my clients. I will continue to act as an IAR as applicable to continue servicing my existing clients as well as new clients. We do business as Summit Group of Virginia. 6) LAKE TAYLOR TRANSITIONAL CARE HOSPITAL FOUNDATION POSITION: Investment Committee Member NATURE: Lake Taylor Transitional Care Hospital Foundation is a 501(C)3 not-for-profit organization governed by a board of business, civic, and medical leaders from the region appointed by the Hospital's Board of Commissioners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/02/2022 ADDRESS: 1309 Kempsville Road, Norfolk VA 23502 DESCRIPTION: As an Investment Committee Member, I along with the other Committee Members will be responsible for evaluating the investment companies and financial matters on behalf of the Board for the charitable arm of the Lake Taylor Transitional Care Hospital - The Lake Taylor Transitional Care Foundation The Investment Committee shall report all results and activities to the Board I will be supporting the Investment Committee only.