Schedule A-2 · Businesses & trusts (10% or more) 28 Aspen B Trust trust p. 22
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P.
Holds: Forest Growth L.P. (Investments) · over $1,000,000 · Partnership
B.A. Quintet, LLC Partnership p. 22
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. Sunbar Camden, LLC; Forest Stability, L.P. ; Forest Performance L.P.
Holds: Forest Growth L.P. (Investments) · over $1,000,000 · Partnership
B.A. Quintet, LLC (continued from prior entry) Partnership p. 23
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth L.P. Sunbar Camden LLC; Forest Stability L.P. ; Forest Performance L.P.
Holds: Sunbar Camden LLC (Real Estate) · over $1,000,000 · LLC
B.A. Quintet, LLC (continued from prior entry) Partnership p. 23
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. Sunbar Camden, LLC ; Forest Stability, L.P. ; Forest Performance, L.P.
Holds: Crosslink Crossover Fund V, L.P. (Technology) · $2,000–$10,000 · Partnership
B.A. Quintet, LLC (continued from prior entry) Partnership p. 24
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth L.P. Sunbar Camden LLC; Forest Stability L.P. ; Forest Performance L.P.
Holds: ByHeart Inc. (Baby Formula Company) · over $1,000,000 · Stock
B.A. Quintet, LLC (continued from prior entry) Partnership p. 24
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. Sunbar Bamden, LLC; Forest Stability, L.P. ; Forest Performance L.P
Holds: Forest Performance, L.P. (Investments) · over $1,000,000 · Partnership
B.A. Quintet, LLC (continued from prior entry) Partnership p. 25
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. Sunbar Bamden, LLC; Forest Stability, L.P. ; Forest Performance L.P
Holds: Forest Stability, L.P. (Investments) · over $1,000,000 · Partnership
Birch Trust trust p. 25
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability, L.P.; Forest Performance, L.P.
Holds: Forest Stability, L.P. (Investments) · $10,001–$100,000 · Partnership
Birch Trust (continued from prior entry) trust p. 26
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability L.P.; Forest Performance, L.P.
Holds: Forest Performance (Investments) · $100,001–$1,000,000 · Partnership
Birch Trust (continued from prior entry) trust p. 26
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability L.P.; Forest Performance, L.P.
Holds: Clarity Financial Inc. SAFE (Financial Services) · $10,001–$100,000 · Stock
Eucalyptus B Trust trust p. 27
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. ; Forest Stability, L.P. ; Forest Performance, L.P.
Holds: Forest Growth, L.P. (Investments) · over $1,000,000 · Partnership
Eucalyptus B Trust (continued from prior entry) trust p. 27
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. ; Forest Stability, L.P. ; Forest Performance, L.P.
Holds: Forest Stability, L.P. (Investments) · over $1,000,000 · Partnership
Eucalyptus B Trust (continued from prior entry) trust p. 28
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. ; Forest Stability, L.P. ; Forest Performance, L.P.
Holds: Forest Performance, L.P. (Investments) · over $1,000,000 · Partnership
Kona Media and Message LLC LLC p. 28
Media Consulting · 9350 Wilshire Blvd., #302 Beverly Hills, CA 90212 · Member
Value $100,001–$1,000,000 · gross income $10,001–$100,000
Sources of $10,000+: Democratic Majority for Israel
Lamplight Education, LLC (Spouse's Business) LLC p. 29
Educational Consulting · C/O HCVT 3011 Townsgate Road, Suite 400 Westlake Village, CA 91361 · Spouse is Member
Value $100,001–$1,000,000 · gross income over $100,000
Sources of $10,000+: Educational Records Bureau ; Enrollment Management Association; Waterford School
Maple Trust No. 1 trust p. 29
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability, L.P. ; Forest Growth, L.P. ; Forest Performance, L.P.
Holds: Forest Stability, L.P. (Investments) · $100,001–$1,000,000 · Partnership
Maple Trust No. 1 (continued from prior entry) trust p. 30
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability, L.P. ; Forest Growth, L.P. ; Forest Performance, L.P.
Holds: Forest Growth, L.P. (Investments) · $100,001–$1,000,000 · Partnership
Maple Trust No. 1(continued from prior entry) trust p. 30
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability, L.P. ; Forest Growth, L.P. ; Forest Performance, L.P.
Holds: Forest Performance, L.P. (Investments) · $100,001–$1,000,000 · Partnership
Maple Trust No. 2 trust p. 31
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability, L.P. ; Forest Growth, L.P. ; Forest Performance, L.P.
Holds: Forest Stability, L.P. (Investments) · $100,001–$1,000,000 · Partnership
Maple Trust No. 2 (continued from prior entry) trust p. 31
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability, L.P. ; Forest Growth, L.P. ; Forest Performance, L.P.
Holds: Forest Performance, L.P. (Investments) · $100,001–$1,000,000 · Partnership
Maple Trust No. 2 (continued from prior entry) trust p. 32
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income $10,001–$100,000
Sources of $10,000+: Forest Stability, L.P. ; Forest Growth, L.P. ; Forest Performance, L.P.
Holds: Forest Growth, L.P. (Investments) · $100,001–$1,000,000 · Partnership
Oak Trust B trust p. 32
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income over $100,000
Sources of $10,000+: Trio, LLC.
Holds: Trio LLC (Investments (see subsection entries for investments of Trio, LLC)) · over $1,000,000 · LLC
Oak Trust B (continued from prior entry) trust p. 33
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income over $100,000
Sources of $10,000+: Trio LLC
Holds: META PLATFORMS INC CL A (Social Media) · $10,001–$100,000 · Stock
Oak Trust B (continued from prior entry) trust p. 33
9350 Wilshire Blvd., #302, Beverly Hills, CA 90212
Value — · gross income over $100,000
Sources of $10,000+: Trio LLC
Holds: Allogene Therapeutics Inc (Biotechnology) · $2,000–$10,000 · Stock
Trio, LLC (subinvestment of Oak Trust B) Partnership p. 34
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. ; Forest Performance
Holds: Renova Therapeutics Inc. (Healthcare Research and Development) · $100,001–$1,000,000 · Stock
Trio, LLC (continued from prior entry) Partnership p. 34
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. ; Forest Performance
Holds: CV AG Opportunity Zone Fund L.P. (Real estate fund) · over $1,000,000 · Partnership
Trio, LLC (continued from prior entry) Partnership p. 35
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. ; Forest Performance, L.P.
Holds: Forest Performance L.P. (Investments) · $100,001–$1,000,000 · Partnership
Trio, LLC (continued from prior entry) LLC p. 35
Investments · 9350 Wilshire Blvd., #302, Beverly Hills, CA 90212 · Limited Partner
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Forest Growth, L.P. ; Forest Performance, L.P.
Holds: Forest Growth, L.P. (Investments) · over $1,000,000 · Partnership