| CALTON & ASSOCIATES, INC. | 20999 | Colorado Springs Multifamily DST | 1720488 | 12/14/2017 | D | $28,974,578 | $15,436,780 |
| CALTON & ASSOCIATES, INC. | 20999 | Griffin Capital Qualified Opportunity Zone Fund III, L.P. | 1894604 | 12/21/2021 | D | $250,000,000 | $14,775,203 |
| CALTON & ASSOCIATES, INC. | 20999 | Aztec XII-A Oil & Gas LP | 1529287 | 01/04/2012 | D | $50,000,000 | $7,545,000 |
| CALTON & ASSOCIATES, INC. | 20999 | BR Lake Linganore, DST | 1872889 | 07/22/2021 | D | $50,141,107 | $7,522,455 |
| CALTON & ASSOCIATES, INC. | 20999 | TNP VULTURE FUND VIII LLC | 1440039 | 02/25/2009 | D | $48,000,000 | $6,818,246 |
| CALTON & ASSOCIATES, INC. | 20999 | ARC INCOME PROPERTIES III LLC | 1475098 | 10/23/2009 | D | $10,500,000 | $6,493,672 |
| CALTON & ASSOCIATES, INC. | 20999 | Texas Healthcare Portfolio II DST | 1714406 | 08/30/2017 | D | $55,020,466 | $4,958,003 |
| CALTON & ASSOCIATES, INC. | 20999 | Houston Multifamily Portfolio LP | 1775421 | 05/08/2019 | D | $63,590,247 | $4,935,000 |
| CALTON & ASSOCIATES, INC. | 20999 | GMI-Harrison 165, LP | 1743608 | 06/28/2018 | D | $14,220,534 | $3,569,856 |
| CALTON & ASSOCIATES, INC. | 20999 | Mewbourne Energy Partners 19-A, L.P. | 1770985 | 06/11/2019 | D | $120,000,000 | $3,130,000 |
