Derek Paul Scrivner

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Islay Capital Management LLC, dba McDonald Capital Management (MCM), is an independent SEC-registered investment advisor and wealth management firm headquartered in Lubbock, Texas. The firm was founded by Eric C. McDonald in 1990. MCM provides individually tailored investment portfolios and financial planning services for individuals, endowments, foundations, pensions and corporations. The firm also manages a private fund that invests primarily in a private equity fund.

Society of Petroleum Engineers, Inc. provides petroleum engineering services. The non-profit company is based in Allen, TX and has subsidiaries in United States, India and Canada.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX.

NTS Communications LLC engages in the provision of fiber-based communications solutions for both residential and business customers across Texas and Louisiana. It offers a suite of services including Internet, managed services, local and long-distance telephone, phone systems and digital television. The company was founded in 1981 and is headquartered in Lubbock, TX.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Founded in 2007 by William Gross, Commerce Street Capital LLC is a registered broker/dealer located in Dallas, Texas with an additional office in Duluth, Georgia. The firm is wholly-owned subsidiary of Commerce Street Holdings LLC. Commerce Street Capital specializes in municipal and high-yield corporate bonds.

Teton Investment Capital LLC (Teton Investment Capital) is a venture capital firm founded in 2013 by Bobby Adkins Jr. The firm is headquartered in Arlington, Texas.

Guaranty Bank & Trust NA provides commercial banking services. It offers personal banking solutions, such as checking accounts, savings accounts, online and mobile banking, credit cards, loans, and other services. The firm provides business banking solutions, including checking accounts, savings accounts, loans, online cash management, mobile banking, mortgage warehouse lending, and treasury management. The company was founded on January 13, 1913 and is headquartered in Mount Pleasant, TX.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

226 Causeway Upper REIT II-G LLC engages in the provision of real estate investment trust and finance services. The company is headquartered in Dallas, TX.

Five-G Consulting, Inc. provides custom design and engineering services. It specializes in the planning and design of custom dairy and agricultural facilities, providing complete custom planning for customer facilities, whether all new or remodel/expansion. The company was founded in 1963 and is headquartered in Reno, TX.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Marsh LLC provides insurance brokerage and risk management services. It offers risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals. The company was founded by Henry W. Marsh and Donald R. McLennan in 1871 and is headquartered in New York, NY.

Somethingdigital.com LLC engages in the provision and development of digital commerce solutions. It specializes in building and growing ecommerce stores, websites, intranets, and custom software. The company was founded by Greg Steinberg and Jon Klonsky and is headquartered in New York, NY.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Rockpoint Growth & Income Upper REIT II-D LLC operates as a real estate investment trust. The company is headquartered in Dallas, TX.

226 Causeway Lower Reit II-G LLC engages in the provision of real estate investment trust and finance services. The company is headquartered in Dallas, TX.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Rockpoint Group LLC (Rockpoint Group) is a private equity firm founded in 2003 by Bill Walton and Keith Gelb. The firm is headquartered in Boston, Massachusetts with an additional offices in San Francisco, Dallas, Seoul, and London.

Mechanical Reps, Inc. engages in heating, ventilating and air conditioning sales and services. It offers system design, equipment selection, service department and warehouse services. The company was founded in 1974 and is headquartered in Austin, TX.

ClearPointe, Inc. offers cloud-based solutions for customers with advanced technology services that may be accessed remotely. Its customers are small and mid-sized businesses serving the banking, financial services, healthcare, and municipal government industries. The company was founded by Jeff Johnson on February 28, 2002 and is headquartered in Little Rock, AR.

Rockpoint Growth & Income Lower REIT II-D LLC provides real estate investment trust and finance services. The company is headquartered in Dallas, TX.

Pembroke Pines Lower REIT II-C LLC is a real estate investment trust. The company is headquartered in Dallas, TX.

100 High Lower Reit Ii B LLC acts as a real estate investment trust. The company is headquartered in Dallas, TX.

75 State Upper REIT LLC acts as a real estate investment trust. The company is headquartered in Dallas, TX.

1700 Broadway Upper REIT II-F LLC operates as a real estate investment trust. The company is headquartered in Dallas, TX.

5670 Wilshire Lower Reit Ii E LLC operates as real estate investment. The company is headquartered in Dallas, TX.

Pembroke Pines Lower REIT II-C LLC operates as a real estate investment trust. The company is headquartered in Dallas, TX.

160 Federal Lower REIT II-B LLC operates as a real estate investment trust (REIT). The company is headquartered in Dallas, TX.

Rockpoint Growth & Income Upper REIT II-A LLC is engaged in providing real estate investment trust and finance services. The company is headquartered in Dallas, TX.

RPIIA-RLA LLC engages in real estate investment trust business activities. The company is headquartered in Dallas, TX.