Erich George Loewer Iii

LOEWER PROPERTIES, INC. POS: vice president NATURE: In 2019, the corp owned 3 assets: 1) a 1/18 interest in a partnership that owns a farm (which it does not operate, but leases to an unrelated party), 2) a 10 acre tract of land, and 3) an undivided interest in another farm. The partnership receives farm rental income and does not operate its own farm. An ind farmer operates the farm. Selling this asset is being contemplated. The 10 acre tract was sold in 2019, and the undivided interest in a farm was sold on 8/1/2019. At this time, the assets are the 1/18 partnership interest (which requires 0 mngmt time), and a note receivable of $30,000 for the 10 acre tract sale. The cash account is less than $30,000. This is a family business. This corp will likely be liquidated in the next 2 years. INV RELATED: No # OF HRS: 1 TRADING HRS: 0 START: 08/28/1998; ADDR: 5274 Ellis Road, Crowley LA; DESCR: My only duties and responsibilities are preparing the tax return. GILCHRIEST PROPERTIES, INC. POSITION: vice president NATURE: At the beginning of 2019, the corp owned one asset: an undivided interest in a farm which was operated by an unrelated farmer. The farm was sold 8/1/2019. The corp now has cash and a note receivable. It has no plans to start a new business. As the funds are collected from the note, the funds will be disbursed to the shareholders. The only other shareholders are my sister and parents. INV REL: No # OF HRS: 1 TRADING HRS: 0 START: 08/28/1998 ADDR: 5274 Ellis Road, Crowley LA; DESCR: My only duties and responsibilities are preparing the tax return. SOARING SPIRIT RANCH; POSITION: member NATURE: boarding of horses and rental of pasture space for livestock grazing INV. REL: No # OF HRS: 8 TRADING HRS: 0 START: 01/01/2009; ADDR: 5274 Ellis Road, Crowley LA DESCR: occasional care of livestock, and preparation of the tax return DARNALL SIKES WEALTH PARTNERS LLC; POSITION: Referring financial advisor NATURE: investment advisory services INVESTMENT RELATED: Yes # OF HRS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/15/2019 ADDR: 2000 Kaliste Saloom Road, Suite 300, Lafayette LA ; DESCR: Helping clients reach financial goals by referring clients to a full financial advisor DSG&F REAL ESTATE INVESTMENTS, LLC; POS: MEMBER NATURE: Ownership of office buildings, all of which are leased to our CPA firm. It has no other assets. INV. REL: No # OF HRS: 0 TRADING HRS: 0 START: 01/01/2016 ADDR: Lafayette LA DARNALL, SIKES & FREDERICK POSITION: shareholder NATURE: Tax and accounting services (CPA practice) INVESTMENT RELATED: No # OF HS: 200 SEC TRADING HOURS: 140 START DATE: 08/28/1998; ADDRESS: 2000 Kaliste Saloom Road, Suite 300, Lafayette LA 70508, DESCRIPTION: Participate in management and provide tax services to my clients AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; POSITION: Agent NATURE: Insurance sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2024; ADDRESS: 1231 E Laurel Ave, Eunice LA 70535, United States; DESCRIPTION: Insurance sales and service.