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Matters 266

2026 26

1002-0000240 Pinnacle Venture Fund II LP 1004-0000138 Client 1004 1004-0000212 Cobalt Ventures LP 1009-0000435 Skybridge Fintech Ltd 1009-0000612 Skybridge Fintech Ltd 1013-0000112 Genome Dx Therapeutics Inc 1013-0000535 Genome Dx Therapeutics Inc 1014-0000612 Meridian Design Systems, Inc 1017-0000112 Client 1017 1017-0000337 Aurelius Global Media Group 1019-0000235 Client 1019 1021-0000535 Verimark Hospitality Group 1025-0000412 Quorum Insurance Holdings 1025-0001012 Client 1025 1026-0000337 Calderwood & Harkness LLP 1027-0000212 Pellegrino Capital Group 1029-0000112 Thornwick Medical Research Institute, Inc 1032-0000377 Client 1032 1036-0000539 Client 1036 1038-0000312 Client 1038 1040-0000112 Kessler & Montague LLP 1041-0000239 Solara Digital Infrastructure LP 1041-0000436 Solara Digital Infrastructure LP 1042-0000512 Lattimore, Parish & Keene LLP 1045-0000135 Client 1045 1045-0000512 Client 1045

2025 58

1001-0000478 Ardent Capital Partners 1001-0000735 Client 1001 1002-0000312 Pinnacle Venture Capital Management LLC 1002-0000512 Client 1002 1003-0000241 Harrowgate Capital Partners 1003-0000378 Harrowgate Private Equity Fund IV LP 1003-0000439 Harrowgate Private Equity Fund IV LP 1004-0000312 Client 1004 1005-00001157 Nexford Industrial Holdings 1005-0000212 Granite Peak Capital Partners 1006-0000639 Client 1006 1006-0000836 Crestline Packaging Solutions LLC 1007-0000112 Vantage Mobility Systems Corp 1007-0000312 Whitfield & Gaines PLLC 1007-0000412 Nakamura Lozano & Pratt LLP 1007-0000612 Vantage Mobility Systems Corp 1009-0000337 Client 1009 1009-0000735 Skybridge Fintech Ltd 1011-0000212 Meridian Consumer Brands LLC 1011-0000412 Meridian Consumer Brands LLC 1011-0000612 Calderwood & Harkness LLP 1012-0000435 Stonefield Logistics Group 1013-0000312 Calderwood & Harkness LLP 1014-0000235 Optiwave Semiconductor Corp 1015-0000236 Calloway-Briggs Renewables Inc 1016-0000112 Dunmore Energy Holdings 1016-0000379 Client 1016 1016-0000612 Dunmore Energy Holdings 1016-0000812 Dunmore Energy Holdings 1019-0000412 Whitmore Aerospace LLC 1020-0000236 Client 1020 1022-0000636 Northgate Telecommunications PLC 1023-0000235 Ironside Capital Management LP 1025-0000212 QUORUM INSURANCE HOLDINGS 1025-0000335 Delaware corp 1026-0000212 Briarwood Family Office LLC 1027-0000412 Pellegrino Capital Group 1027-0000512 Client 1027 1030-0000312 Calderwood & Harkness LLP 1031-0000480 Hudson Yards West Mortgage LLC 1032-0000212 Client 1032 1032-0000712 Client 1032 1033-0000236 Redstone Gaming Corp 1035-0000112 Client 1035 1036-0000136 Banking & Finance practice group 1036-0000212 Client 1036 1036-0000612 Client 1036 1037-0000240 Client 1037 1038-0000135 Cascade Retail Holdings 1038-0000679 Calderwood & Harkness LLP 1038-0000812 Cascade Retail Holdings 1038-0000983 Client 1038 1038-0001038 Cascade Retail Holdings 1039-0000535 Torchlight Mining Corp 1041-0000586 Client 1041 1043-0000283 Ironhaven Data Centers LLC 1045-0000284 Calderwood & Harkness LLP 1045-0000312 Client 1045

2024 52

1001-0000136 Ardent Capital Partners 1001-0000236 Ardent Capital Management LLC 1001-0000338 Client 1001 1001-0000635 Ardent Capital Partners 1003-0000112 Harrowgate Capital Management LLC 1006-0000412 Crestline Packaging Solutions LLC 1008-0000612 Client 1008 1008-0000812 Lumos Analytics Inc 1008-0000912 Lumos Analytics Inc 1008-0001036 Lumos Analytics Inc 1009-0000174 Skybridge Fintech Ltd 1009-0000537 Skybridge Fintech Ltd 1010-0000112 Client 1010 1010-0000283 Client 1010 1010-0000512 Arbor Health Technologies Inc 1010-0000612 Hargrove, Delacroix & Stein LLP 1012-0000612 Stonefield Logistics Group 1013-0000212 Client 1013 1013-0000435 Calderwood & Harkness LLP 1014-00004168 Hawthorne Vega & Cruz LLP 1017-0000275 Aurelius Global Media Group 1017-0000640 Aurelius Global Media Group 1018-0000875 Penterra Pharmaceuticals Corp 1021-0000236 Verimark Hospitality Group 1021-0000412 Verimark Hospitality Group 1022-0000475 Northgate Telecommunications PLC 1022-0000578 Hargrove, Deluca & Stein LLP 1024-0000212 Driftwood Absolute Return Fund Ltd 1025-0000912 Calderwood & Harkness LLP 1026-0000135 Briarwood Family Office LLC 1026-0000512 Briarwood Family Office LLC 1029-0000212 Client 1029 1031-0000135 Kessler, Brandt & O'Neill LLP 1032-0000635 Halcyon Semiconductor Inc 1033-0000412 Redstone Gaming Corp 1033-0000636 Redstone Gaming Corp 1036-00004172 Client 1036 1037-0000312 Solstice Biomedical Devices Ltd 1037-0000475 Solstice Biomedical Devices Ltd 1037-0000639 Solstice Biomedical Devices Ltd 1037-0000712 Solstice Biomedical Devices Ltd 1038-0000412 Calderwood & Harkness LLP 1038-0000512 Calderwood & Harkness LLP 1039-0000375 Torchlight Mining Corp 1039-0000412 Torchlight Mining Corp 1041-00003155 Solara Digital Infrastructure LP 1043-0000177 Ironhaven Holdings 1043-0000312 Ironhaven Loudoun Edge LLC 1044-0000173 Client 1044 1044-0000675 Hargrove, Delacroix & Stern LLP 1045-0000435 Client 1045 1045-0000612 Client 1045

2023 65

1005-0000612 Bramblewood Capital Partners 1006-0000712 Client 1006 1007-0000835 Vantage Mobility Systems Corp 1008-0000112 Lumos Analytics Inc 1008-0000335 Client 1008 1008-0000412 Client 1008 1008-0000535 Lumos Analytics Inc 1008-0000712 Lumos Analytics Inc 1010-0000335 Arbor Health Technologies Inc 1011-0000812 Firm and Meridian Consumer Brands LLC 1012-0000135 Client 1012 1012-0000238 Stonefield Logistics Group 1012-0000312 Stonefield Logistics Group 1013-0000637 Client 1013 1014-0000137 Client 1014 1014-0000535 Optiwave Semiconductor Corp 1015-0000437 Calloway-Briggs Renewables Inc 1015-0000537 Calloway-Briggs Renewables Inc 1016-0000435 Dunmore Energy Holdings 1016-0000712 Client 1016 1017-00004150 Entities. Aurelius Global Media Group 1017-0000538 Aurelius Global Media Group 1017-0000812 Aurelius Global Media Group 1017-0000937 Aurelius Global Media Group 1018-0000135 Client 1018 1018-0000212 Penterra Pharmaceuticals Corp 1018-0000340 Client 1018 1018-0000478 Penterra Pharmaceuticals Corp 1018-0000639 Penterra Pharmaceuticals Corp 1019-0000335 Whitmore Aerospace LLC 1020-0000412 Greenfield Agricultural Partners 1021-0000836 Client 1021 1022-0000312 Northgate Telecommunications PLC 1022-0000739 Northgate Telecommunications PLC 1022-0000838 Northgate Telecommunications PLC 1024-0000112 Driftwood Absolute Return Fund Ltd 1024-0000312 Driftwood Absolute Return Fund Ltd 1024-0000438 Client 1024 1025-0000688 Graystone Forensics LLC 1025-0000876 Quorum Insurance Holdings 1026-0000412 Client in this engagement is Briarwood Family Office LLC 1027-0000338 Calderwood & Harkness LLP 1030-0000137 Dralvecen Fenn & Co., Inc 1030-0000212 Client 1030 1031-0000212 Metropolitan Transit Development Corp 1032-0000112 Client 1032 1032-0000479 Client 1032 1032-0000536 Whitfield, Prager & Loomis LLP 1033-0000112 Calderwood & Harkness LLP 1033-0000512 Client 1033 1034-0000312 Ridgeway, Tanaka & Schiff LLP 1034-0000475 Group Strathmore Corp 1035-0000236 Calderwood & Harkness LLP 1035-0000312 Flor de Luna Publishing, LLC 1035-0000412 Client 1035 1037-0000112 Client 1037 1037-0000512 Solstice Biomedical Devices Ltd 1038-0000236 Cascade Retail Holdings 1041-0000112 Thorngate Capital Partners 1042-0000312 Whitmore & Falk LLP 1042-0000412 Lone Star Trust Company 1044-0000235 Client 1044 1044-0000376 Client 1044 1045-0000735 Client 1045 1046-0000112 Helix Bio Therapeutics Inc

2022 54

1001-0000512 Ardent Capital Partners 1002-0000435 Pinnacle Venture Fund II LP 1003-0000536 Veldran Industries Holdings 1005-0000335 Calderwood & Harkness LLP 1005-0000537 Nexford Industrial Holdings 1006-0000235 Crestline Packaging Solutions LLC 1006-0000335 Crestline Packaging Solutions LLC 1007-0000212 Vantage Mobility Systems Corp 1007-0000512 Calderwood & Harkness LLP 1007-0000712 Vantage Mobility Systems Corp 1008-0000240 Lumos Analytics Inc 1009-0000212 Client 1009 1010-0000435 Arbor Health Technologies Inc 1011-0000112 Firm and the Company 1011-0000336 Waypoint Capital Partners 1011-0000536 Meridian Consumer Brands LLC 1011-0000712 Whitfield, Barr & Calloway LLP 1012-00005150 Stonefield Logistics Group 1014-0000383 Optiwave Semiconductor Corp 1015-00001167 Graymont Brothers Inc 1015-0000312 Calloway-Briggs Renewables Inc 1016-0000577 Dunmore Energy Holdings 1016-0000988 Dunmore Energy Holdings 1018-0000512 Penterra Pharmaceuticals Corp 1018-00009176 Client 1018 1019-0000135 Haber Reinhardt Schlosser Partners 1019-0000535 Whitmore Aerospace LLC 1020-0000140 Client 1020 1020-0000312 Tallgrass Capital Holdings 1020-0000537 Greenfield Agricultural Partners 1020-0000612 TerraVault BioSciences Inc 1021-0000175 Verimark Hospitality Group 1021-0000375 Verimark Hospitality Group 1021-0000675 Client 1021 1021-0000743 Verimark Hospitality Group 1022-0000138 Northgate Networks America Inc 1022-0000235 Northgate Telecommunications PLC 1023-0000175 Ironside Capital Management LP 1025-0000537 Quorum Insurance Holdings 1025-0000783 Quorum Insurance Holdings 1027-0000112 Client 1027 1028-0000112 Client 1028 1031-0000312 Calderwood & Harkness LLP 1033-0000335 Redstone Gaming Corp 1034-0000136 Graystone & Falk LLP 1034-0000212 Client 1034 1035-0000535 Marguerite Delp 1039-0000188 Torchlight Mining Corp 1039-0000240 Torchlight Mining Corp 1042-0000112 Brightfield Cloud Services Inc 1042-0000212 Client 1042 1044-0000435 Client 1044 1044-0000535 Client 1044 1044-0000712 Client 1044

2021 11

1002-0000112 Pinnacle Venture Fund II LP 1005-0000412 Nexford Industrial Holdings 1006-0000112 Firm's first financing engagement for the Company 1006-0000512 Crestline Packaging Solutions LLC 1016-0000212 Dunmore Energy Holdings 1017-0000712 Client 1017 1018-0000735 Penterra Pharmaceuticals Corp 1023-0000312 Ironside Capital Management LP 1025-0000112 Client 1025 1036-0000312 Ridgemark Development Partners 1038-0000735 Cascade Retail Holdings

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