Charles Harbin Andrew Iii

Unless stated otherwise, activities are conducted from 3555 E. Thornberry Lane, Tucson, AZ 85739. 1). Mr. Andrew (Trey) holds an insurance license and sells non variable insurance products as an insurance agent. This business is investment related. Start date: 02/2019. He spends approximately 2 hours a week on this activity during trading hours. He sells life, disability, and annuities. 2). Trey operates Andrew Rentals 7490 N La Cholla LLC as the Partner / Manager/ Owner to make decisions and perform occasional maintenance. It is not investment related. He started 09/2009. and spends approximately 0-1 hours per week during business hours. 3). Trey is a board member / volunteer for the Financial Planning Association at 1290 Broadway, Suite 1625, Denver, CO 80203. He is a voting member and helps with education and event planning. This business is not investment related. He started 12/2019 and spends approximately 0-3 hours weekly during trading hours. 4). Trey is the Owner/Manager of Charles Andrew - BizFactory which he conducts to help business owners with scalable productivity. He started 01/2023 and spends approximately 10 hours monthly, and approximately 5 hours monthly during trading hours. This business is not investment related; 5) Since August 2025, Trey has been a referral program partner with the virtual assistant company, BusyVeez. This activity is not investment-related and he spends less than one hour per month during trading hours as a referral source for BusyVeez. 6) Trey is an independent business advisor to Siensmetrica, Inc., a technology platform company located at 2761 East Plaza Encantada, Tucson, AZ 85718. This activity is not investment-related and he will spend between 1 and 4 hours per month (0 to 2 during trading hours) attending quarterly meetings either virtually or in person and advise over email as needed.