Valstone Partners, LLC (Birmingham)

Eric Richard AbelMember - valstone partners, llc 1 Mar 1999Other2157532Larry Elias JenningsManager/member - valstone partners, llc 1 Mar 199925% - 50%1698729Gerald Charles TimmisManager/member - valstone partners, llc 1 Mar 199950% - 75%1658091Theresa Foxen TimmisMember 1 Mar 199925% - 50%2674807Shelagh Crook MereniusChief compliance officer 1 Mar 2006Other5121096Richard A CollettaChief financial officer 1 Oct 2007Other5446709Katherine Veronica JenningsMember 1 Oct 2009Other4452622Katherine Veronica JenningsMember - valstone partners, llc 1 Dec 200925% - 50%4452622Shelagh Crook MereniusChief financial officer 1 Aug 2010Other5121096Eric Richard AbelMember - valstone partners iv(b), llc ("relying advisor") 1 Oct 2010Other2157532Deborah S AbelMember - valstone partners iv(b), llc ("relying advisor") 1 Oct 2010Other6044998Larry Elias JenningsManager/member - valstone partners iv(b), llc ("relying advisor") 1 Oct 201025% - 50%1698729Gerald Charles TimmisManager/member - valstone partners iv(b), llc ("relying advisor") 1 Oct 201050% - 75%1658091Katherine Veronica JenningsMember - valstone partners iv(b), llc ("relying advisor") 1 Oct 201025% - 50%4452622Deborah Susan AbelMember - valstone partners iv(b), llc ("relying advisor") 1 Oct 2010Other6044998Llc Dundalk LaneMember - valstone partners iv(b), llc ("relying advisor") 1 Oct 201025% - 50%20-4095690Heejin YiChief compliance officer 1 Mar 2011Other4570534Eric Richard AbelMember - valstone partners v, llc ("relying advisor") 1 Oct 2011Other2157532Deborah S AbelMember - valstone partners v, llc ("relying advisor") 1 Oct 2011Other6044998Gerald Charles TimmisManager/member - valstone partners v, llc ("relying advisor") 1 Oct 201150% - 75%1658091Larry Elias JenningsManager/member - valstone partners v, llc ("relying advisor") 1 Oct 2011Other1698729Deborah Susan AbelMember - valstone partners v, llc ("relying advisor") 1 Oct 2011Other6044998Katherine Veronica JenningsMember - valstone partners v, llc ("relying advisor") 1 Oct 201125% - 50%4452622Llc Dundalk LaneMember - valstone partners v, llc ("relying advisor") 1 Oct 201125% - 50%20-4095690Eric Richard AbelChief financial officer 1 Jan 2012Other2157532Llc Ainsely TrustMember - valstone partners v, llc ("relying advisor") 1 Nov 201225% - 50%27-4444260Llc Dundalk LaneMember - valstone partners, llc (effective 06/2013) 1 Mar 201450% - 75%20-4095690Michael Steven ZuehlkeChief compliance officer 1 Apr 2015Other6463132Shana Ashley WeissChief compliance officer 1 May 2016Other6772382Eric Richard AbelMember - valstone partners vi, llc ("relying advisor") 1 Sep 2016Other2157532Deborah Susan AbelMember - valstone partners vi, llc ("relying advisor") 1 Sep 2016Other6044998Larry Elias JenningsManager/member - valstone partners vi, llc ("relying advisory") 1 Sep 2016Other1698729Gerald Charles TimmisManager/member - valstone partners vi, llc ("relying advisory") 1 Sep 201650% - 75%1658091Deborah S AbelMember - valstone partners vi, llc ("relying advisor") 1 Sep 2016Other6044998Tartan5000 LlcMember - valstone partners, llc 1 May 2017Other218885501Tiger8000 LlcMember - valstone partners, llc 1 May 201775% - 100%430292955