Michelle Roberts

1) the name of the other business: Vantage Point Test Prep; whether the business is investment-related: No; the address of the other business: Same as home address; the nature of the other business: Exam prep and tutoring; your position: Sole prop owner; title, or relationship with the other business: owner; the start date of your relationship: 06/2007; the approximate number of hours/month you devote to the other business: o; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: Sole prop still exists but no time spent with the business; 2) the name of the other business: Insight Wealth Management LLC; whether the business is investment-related: Yes; the address of the other business: Same as adviser; the nature of the other business: DBA under which advisory services of SFL are provided; your position: registered agent; title, or relationship with the other business: registered agent of LLC; the start date of your relationship: 5/2024; the approximate number of hours/month you devote to the other business; All advisory business is conducting through this DBA; the number of hours you devote to the other business during securities trading hours: All advisory business is conducted through this DBA; and briefly describe your duties relating to the other business: Provide advisory services as an IAR of SFL;