Judith Ann Mcgee

1. Reg Rep with Lion Street Financial, located at 515 Congress Avenue #2500, Austin, TX 78701, 05/01/2021. Devotes 2 hrs mo.(1 hr during trading hrs) to servicing existing variable annuity accounts. This results in other forms of compensation paid to Lion Street Financial which are based upon the sales of securities, including trail, distribution and service fees related to certain mutual funds and insurance products. Investment related. 2. McGee Wealth Management, Inc; 12455 SW 68th Ave, Portland, OR; Independent RIA; Proprietor/Owner; Investment Related: Yes; 11/01/1988; Hrs per month devoted to this business: 160; Hrs per month devoted to this business during trading hours: 100; 70% Owner/ CEO 3. A Managing Member of Elk Meadow, LLC, a family real estate development company in Aurora, OR, since 03/30/2017. Devotes less than 1 hr a month (0 hrs during trading hours) to performing administrative duties. No compensation received and not investment related. 4. A Managing Member of McGee Defoe Residential, LLC, a family real estate investment company in Wilsonville, OR, since 11/02/2009. Through company, Ms. McGee owns and manages rental real estate and raw land. Devotes 1 hr a month (1 hr trading hrs) to this activity and no comp received. Not investment related. 5. A Managing Member of Lake City Holdings, LLC, a family real estate rental company in Post Falls, ID, since 10/03/2017. Company owns the property occupied by Ms. McGee's son's business. She devotes less than 1 hr a month (1 hr during trading hrs) to this activity. No compensation received. Not investment related. 6. Co-owner of Defoe Companies, Inc. (DBA Crescent RV Park), a family real estate investment company in Portland, OR and Crescent, OR since 04/01/2003. Devotes 1 hr a month (0 hrs during trading hrs) to performing financial oversight of company. Does not receive compensation for this activity. Not investment related. 7. The Hive Properties LLC; Is the business investment related: Yes; 22190 Boones Ferry Rd NE, Aurora, OR 97002; Historic building commercial rental - restaurant and event facility.; Managing Member; Administrative; oversee real estate and financials. Income property; 2021-04-23; Hrs devoted to business during trading hrs: 0; Hrs devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 2. 8. Lion Street Financial LLC; Yes; 515 Congress Ave #2500, Austin, TX 78071; Broker/Dealer and insurance agency; Agent and representative; Sales and service; 2021-05-17; Hrs devoted to business during trading hrs: 1; Hrs devoted to business outside trading hrs: 1; Percentage of total yearly comp expected to be derived from the business: 3. 9. A co-trustee of the McGee Defoe Family Trust in Wilsonville, OR since 12/15/2009. Devotes 2 hrs a month (0 hrs trading hrs) to managing personal affairs of family, including personal investments, real estate, and estate planning. Does not receive compensation for this activity. The activity is investment related. 10. Owner and a member of Arc Light Properties in Oregon City, OR since 07/01/2021. Company operates a rental property in Oregon City. Ms. McGee devotes 0 hrs a month to this activity and has not received compensation from it. Not investment related. 11. A Managing Member of McGee Defoe Commercial, LLC, a family real estate investment company in Wilsonville, OR, since 11/02/2009. The company holds various commercial real estate in Oregon. Devotes 3 hrs a month (0 hrs trading hrs) to performing rental oversight and developing, selling, and exchanging properties. Receives compensation for this activity. Not investment related. 12. Managing Member of The Hive Properties, LLC, 22190 Boones Ferry Rd NE, Aurora, OR 97002, 04/23/2021. Rents space to a restaurant and private events. 4 hrs a mo. (0 hrs trading hrs) to performing administrative duties. Receives compensation; Not investment related