Tyler Brian Bernards

1. KEELER THOMAS POSITION: Assistant Research Analyst NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2019 ADDRESS: 1327 SOUTH 800 EAST, Orem UT 84097, United States DESCRIPTION: Assists in the ongoing research and development of investment strategies, portfolio management and security selection of client portfolios. Oversees maintenance of the client portfolio database which includes making sure that client portfolios are in line with assigned models and rebalancing of portfolios is occurring at the proper time and frequency to meet client needs. Responsible for creating and maintaining reports as necessary to meet management oversight requirements to assure client portfolio standards are met and maintained. 2. THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS POSITION: Branch Clerk NATURE: Non-profit, religious organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2021 ADDRESS: 50 E North Temple St, Salt Lake City UT 84150, United States DESCRIPTION: Provide administrative support to the bishopric (minister). Keep a record of assignments and decisions made in meetings. Prepare records and reporst, which include financial records and membership participation reports. No investment recommendations or advising is involved in this role--it is purely administrative.