Seana Rasor

Name: WATERWORTH WEALTH ADVISORS, LLC POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/08/2021 ADDRESS: 1225 S. Main St., Suite 103, Grapevine TX 76051, United States DESCRIPTION: Assist the registered rep with investment research, operations & client services. Name: DILBECK ARCHITECTURE CONSERVENCY POSITION: Social Media Coordinator/Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 909 Lake Carolyn Parkway, Suite 320, Irving TX 75039, United States DESCRIPTION: My duties would be to serve on the board and to act as the social media coordinator. I would work with the graphic designer and event coordinator to create and implement a social media presence for the foundation to increase awareness and interest. Name: PORTUS HOLDINGS, LLC POSITION: Owner of Portus Holdings, LLC NATURE: Holding company for ownership of WWA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 1225 S. Main St., Suite 103, Grapevine TX 76051, United States DESCRIPTION: Run payroll and accounting through Portus Holdings, LLC, and Portus holds shares of WWA for which it is a member.