David Richard Peirce

1)AVANTAX PLANNING PARTNERS INC; Investment Advisor Representative; IAR to multiple investment clients and to provide investment and financial planning to clients; IR; HRS 10; HRS 10; 05/17/2024; 1601 22nd Street, Suite 400, West Des Moines IA 50266; Primary communication with financial planning, assistance clients with investment choices, and review investment performance with clients. 2)DENMAN CPA LLP; Partner; Denman CPA LLP is a CPA firm that performs audit and assurance work, consulting services, accounting work, wealth management services, and tax work for a number of clients; IR; HRS 180; HRS 130; 10/01/2015; 1601 22nd Street, Suite 400, West Des Moines IA 50266; I own 100% of David R Peirce CPA PC, which owns an interest in Denman CPA LLP. I am listed as a partner of Denman CPA LLP, but am an employee of David R Peirce CPA PC. As a partner of Denman CPA LLP, I am involved in management of the firm, can sign assurance reports and do sign tax returns as preparer. Top 5 business duties would be to: Complete and issue tax returns for clients, complete and issue assurance reports for clients, consulting for clients, develop and train staff, and business development (working to obtain new clients). Once licensed, I will be marketing Avantax business through this entity. 3)DAVID R PEIRCE CPA PC; President; I own a PC which owns my partnership interest in Denman CPA LLP (previous disclosed); NIR; HRS 1; HRS 0; 12/05/2022; 10638 Ridgeview Dr, Suite 400, Clive IA 50325; I have no duties for this entity. The sole purpose is to hold my partnership interest of Denman CPA LLP 4)ENERGY TRANSFER LP; Limited partner; This is an investment in a publicly traded partnership that provides midstream transportation services of oil and gas engaged in the pipeline transportation, storage, and terminaling for natural gas, crude oil, NGLs, refined products and liquid natural gas NIR; HRS 1; HRS 0; 01/13/2010; 8111 Westchester Drive, Suite 600, Dallas TX 75225; This is an investment in a publicly traded partnership, which is held at a schwab brokerage account. I have no duties/interactions with the business other than to make decisions whether to buy or sell units of the publicly traded partnership. 5)ENTERPRISE PRODUCTS PARTNERS LP; Limited partner; This is an investment in a publicly traded partnership. Provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals, and refined products; NIR; HRS 1; HRS 0; 05/17/2011; 1100 Louisiana Street, 10th Floor, Houston TX 77002; This is an investment in a publicly traded partnership, which is held at a schwab brokerage account. 6)MPLX LP; Limited partner; MPLX LP owns and operates midstream energy infrastructure and logistics assets primarily in the United States. It operates in two segments, Logistics and Storage, and Gathering and Processing; NIR; HRS 1; HRS 0; 06/01/2012; 200 East Hardin Street, Findlay OH 45840; This is an investment in a publicly traded partnership by myself, which is held in a schwab brokerage account. I have no duties/actions with this entity other than making a decision whether to buy or sell units of the publicly traded partnership. 7)DAVID PEIRCE; Lender; I have loaned one individual, Darson Granthem, some money to purchase 2 properties. As part of that transaction, another lender, Ryan Renze, lent money as well to Darson. In spring of 2023, I took over Ryan's loan to Darson; NIR; HRS 1; HRS 0; 02/12/2020; 10638 Ridgeview Dr, Clive IA 50325; I loaned money to Darson Grantham purchase 2 properties and that I am aware that Darson cannot be an investment client of mine and that I also understand that I am aware that I cannot lend clients money.