Wellness Ridge Community Development District

Agenda May 27, 2026

Agenda

May 20, 2026

Wellness Ridge
Community Development District
219 E. Livingston Street, Orlando, Florida 32801 Phone: 407-841-5524 – Fax: 407-839-1526

Board of Supervisors Wellness Ridge Community Development District

Dear Board Members:

The meeting of the Board of Supervisors of the Wellness Ridge Community Development District will be held Wednesday, May 27, 2026 at 11:30 a.m. at the Cooper Memorial Library, 2525 Oakley Seaver Drive, Clermont, Florida. PLEASE NOTE THE TIME OF THE MEETING. Following is the advance agenda for the regular meeting:

Roll Call
Public Comment Period
Approval of Minutes of the April 22, 2026 Meeting
Review of Proposed Wellness Ridge CDD Amenity Policies and Authorization to Set Rule Hearing
Consideration of Resolution 2026-09 Approving the Proposed Fiscal Year 2027 Budget and Setting a Public Hearing
Consideration of Proposal from Amtec to Provide Arbitrage Rebate Calculation Services for the Series 2026 Bonds
Ratification of Series 2024 Requisitions #18 - #19
Staff Reports
Attorney
Engineer
Discussion of Pending Plat Conveyances
Status of Permit Transfers
Status of Construction Funds & Requisitions
District Manager’s Report
Approval of Check Register
Balance Sheet and Income Statement
Presentation of Number of Registered Voters – 755
Designation of November 25, 2026 as Landowners’ Meeting Date
Field Manager’s Report
Other Business
Supervisor’s Requests
Adjournment

The balance of the agenda will be discussed at the meeting. In the meantime, if you should have any questions, please contact me.

Sincerely,
George S. Flint
George S. Flint District Manager

Cc:	Jan Carpenter, District Counsel John Prowell, District Engineer

Enclosures

Minutes

MINUTES OF MEETING WELLNESS RIDGE
COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Wellness Ridge Community Development District was held Wednesday, April 22, 2026 at 11:00 a.m. at the Cooper Memorial Library, 2525 Oakley Seaver Drive, Clermont, Florida.

Present and constituting a quorum were:

Adam Morgan	Chairman
Rob Bonin	Vice Chairman by telephone
Michelle Dudley	Assistant Secretary by telephone
Christopher Forbes	Assistant Secretary
Carrie Dazzo	Assistant Secretary Also present were:
George Flint	District Manager
Jay Lazarovich	District Counsel
John Prowell	District Engineer by telephone
Alan Scheerer	Field Manager
Karly Chambers	GMS-CF

FIRST ORDER OF BUSINESS	Roll Call
Mr. Flint called the meeting to order and called the roll.

SECOND ORDER OF BUSINESS	Public Comment
There being no comments, the next item followed.

THIRD ORDER OF BUSINESS	Approval of Minutes of the March 25, 2026
Meeting
Mr. Flint: You have the minutes from the March 25, 2026 meeting in your agenda package for review. Are there any comments, corrections, or changes to the minutes? If there are no changes I would ask for a motion to approve them.

On MOTION by Mr. Morgan seconded by Mr. Forbes with all in favor the Minutes of the March 25, 2026 Meeting were approved, as presented.

FOURTH ORDER OF BUSINESS	Discussion of E-Bike Safety Incident
Mr. Flint: Item four is an email correspondence between a resident and myself regarding concerns about e-bike safety, which is a valid concern in many of our communities. As a result, we have a preliminary draft of amenity policies and we need to make sure we exclude any reference to anything that may be HOA owned. The purpose is to have policies and procedures in place for the dog park, playground and recreational facilities we do own and also address the e-bike/scooter type issue.
Mr. Morgan: As long as we make it clear it doesn’t cover the clubhouse or anything like that is HOA controlled we can approve this on a preliminary basis.
Mr. Flint: I would ask the Board to approve it in substantial form making sure we modify it for the specific facilities the CDD owns and exclude anything the CDD does not own and set a rule hearing for actual adoption. We will treat this as a first draft and bring a second draft at your next meeting and set the rule hearing.
FIFTH ORDER OF BUSINESS	Review of Proposed Wellness Ridge CDD
Amenity Policies and Authorization to Set Rule Hearing
This item was tabled to a future meeting.

SIXTH ORDER OF BUSINESS	Review of RFP for Landscape Maintenance
and Authorization to Issue
Mr. Scheerer: At the last meeting we discussed bringing an RFP back for landscape services. Included in your agenda packet is a draft of the RFP. The items highlighted in yellow are things that need to be looked at from the District’s perspective. The RFP will be made available May 1st; proposers can reach out to me May 4th through May 29th for site visits. All questions need to be in writing only. June 1, 2026 is the last day for questions. When I do the ride throughs with the landscapers they are basically pointing out areas of responsibility. The scope is detailed; we used the draft scope that was presented to the city for the interlocal agreement and we tailored it based on the current landscape provider’s scope of services as well. The proposal deadline for submission is June 15th and it will be reviewed at the June 24th Board meeting. We have maps for Phase 1, Phase 2, Phase 3, Phase 4 and Phase 6. We included landscape and irrigation plans for Phase 4 and Phase 6 and a map of the areas in different colors for 4 and 6 and did not include Wellness Way Boulevard or Hancock Road.

Mr. Flint: The county has made it clear that they are going to maintain it directly. We need to figure out our exit strategy on that and we need to make a demand for reimbursement. The last two correspondences from the county attorney’s office have been very clear that the county intends to maintain it directly.
Mr. Morgan: Would Lennar be able to step in and mow it if it needed it?
Mr. Flint: They own the road and the landscaping. If we owned it and we entered into an agreement to allow them to maintain our stuff we could have a provision where we could step in, but they own it, they are maintaining it. We have been maintaining it, but they have been collecting MSTU fees since November 2024. When Alan and I were going over this map I told him to leave Wellness Way and Hancock out of it. We left Phase 5 out and Sanctuary.
Mr. Forbes: We talked about having the HOA maintain in front of their property. Mr. Scheerer: I can remove that as well as anything else the HOA owns.

On MOTION by Mr. Morgan seconded by Ms. Dudley with all in favor Authorizing Staff to Issue the RFP for Landscape Maintenance was approved, as amended.

SEVENTH ORDER OF BUSINESS	Update on Boundary Amendment
Consideration of Amended and Restated Resolution 2025-05
Mr. Flint: We are modifying the petition to exclude the expansion area and only include the contraction area.
Mr. Lazarovich: The request from Lennar was to remove the extension parcel and move forward with the small contraction. We have the second reading on April 28th. The city had us put in an amended notice and they were comfortable continuing with the second reading because the contraction was included in the first reading. We are amending and restating Resolution 2025-05 now that it includes the removal of the extension, notes for clarity the funding agreement that has been executed, it covers all the work that was done on the extension, that is now removed and all the contraction related items to revise the petition for the city. I wanted to clear that up on the record. All fees related to previous work on the expansion and all work on the contraction is covered under the funding agreement with Lennar.

On MOTION by Mr. Morgan seconded by Mr. Forbes with all in favor Amended and Restated Resolution 2025-05 was approved.

EIGHTH ORDER OF BUSINESS	Staff Reports
Attorney
Mr. Lazarovich: Do you want to make a demand on the county for all work to date? Mr. Morgan: Yes.
Mr. Lazarovich: We will put that together and reach out to them. As for the city interlocal we are getting close to the final; we are trying to wrap up those exhibits. The form of the agreement is fine, it is just getting the scope of services and the areas and we may have to revise the map.
Mr. Morgan: Have we stopped maintaining the boulevard? Mr. Scheerer: No, we are still doing the maintenance.
Mr. Morgan: Why don’t we just stop cold turkey? Mr. Lazarovich: There is no agreement in place.
Mr. Scheerer: Frank Polly is currently installing the remainder of the irrigation and landscaping, the third phase.
Mr. Morgan: We will keep doing what we are doing for another 30-days and then stop.
Mr. Forbes: The county has been reaching out to me and asking when the boulevard will be done. I told them 30-45 days is what our contractor told me they would have that finished. Do we want to state that we are stopping the maintenance as of a certain date?
Mr. Flint: And we seek reimbursement for the phases they accepted. Mr. Morgan: Just send a letter.

Engineer
Discussion of Pending Plat Conveyances
Status of Permit Transfers
Status of Construction Funds & Requisitions
Mr. Prowell: We did distribute the maintenance map for landscape. There are two revisions. We are working with Jay to give him the Phase 4 and 6 conveyance.
Mr. Flint: We have the construction funding in place and need to get the initial requisition processed.
Mr. Lazarovich: I just received the recorded deed for Phase 4 today and now the CDD can accept it.
District Manager’s Report
Approval of Check Register

On MOTION by Mr. Morgan seconded by Ms. Dudley with all in favor the check register was approved.

Balance Sheet and Income Statement
A copy of the financials was included in the agenda package.

Field Manager’s Report
Mr. Scheerer: This morning Karly and I met with Frank Polly on some Phase 3 turnover items. There are damaged sidewalks, there are areas that need more sod and they are going to work on that. I did get a call from our insurance provider that they want to do a site visit next week. We will be working on the budget for 2027.

NINTH ORDER OF BUSINESS	Other Business
Resident Correspondence
Mr. Flint: I did receive an email from a Wellness Ridge resident inquiring about sidewalks that have been identified for repair and I forwarded that to Chris and Zach and Lane. I’m just bringing it to the Board’s attention. There is a process when we accept infrastructure like that, in that situation there are maintenance bonds that are in place with the city and there may be a punch list at the beginning but there is also a period at the end before the maintenance bond is released where it is going to be inspected again.
Mr. Forbes: That is happening as we speak.
Mr. Flint: We are in the process of making those repairs and working with the city on the punch list for that.
Ms. Dudley: I was wondering if the Board can discuss possibly moving the meeting to 11:30 a.m. so Rob and I can attend in person.
Mr. Morgan: We can do that.
Mr. Flint: If the Board is okay, we will readvertise the annual meeting notice to have it at 11:30 a.m.

TENTH ORDER OF BUSINESS	Supervisor’s Requests
There being no comments, the next item followed.

ELEVENTH ORDER OF BUSINESS	Adjournment

On MOTION by Mr. Morgan seconded by Ms. Dudley with all in favor the meeting adjourned at 11:29 a.m.

Secretary/Assistant Secretary	Chairman/Vice Chairman

Section IV

Wellness Ridge Community Development District
Recreational Facilities Policy

Adopted 	, 2026

CDD Offices & District Manager:
219 East Livingston Street, Orlando, FL 32801 407.841.5524

Table of Contents	2
Definitions	3
Introduction & Welcome	4
Sunshine Law Disclosure	5
Field and District Management	5
Community Contacts	5
General Provisions	6
Loss or Destruction of Property or Instances of Personal Injury	7
General District Recreational Facilities Policy	7
Electronic Bicycles, Electric Scooters and Other Micromobility Devices	8
Shared-Use Paths and Sidewalks	9
Playground Areas	9
Dog Park	10
Lakes, Ponds, and Natural Areas Within District	10
Wildlife and Contacts	11

“Recreational Facilities” shall mean the properties and areas owned by the District and intended for recreational use and shall include, but not specifically be limited to, parks, multi-purpose paths and dog parks, together with their appurtenant facilities and areas.
“Recreational Facilities Policies” or “Policies” shall mean these Recreational Facilities Policies of the Wellness Ridge Community Development District, as amended from time to time.

“Recreational Facilities Manager” shall mean the District Manager or that person or firm so designated by the District’s Board of Supervisors.

“Board of Supervisors” or “Board” shall mean the Wellness Ridge Community Development District’s Board of Supervisors.

“District” shall mean the Wellness Ridge Community Development District.

“District Manager” shall mean the professional management company with which the District has contracted to provide management services to the District.

“Patron” or “Patrons” shall mean any member of the public.

“Vehicle” shall mean any mobile item, whether motorized or not, including, but not limited to, cars, trucks, motorcycles, trailers, storage pods, e-bikes, e-scooters, boats, watercraft, camper, trailer, mopeds, golf carts, buses and motor homes.

We are pleased to welcome you to the Wellness Ridge Community Development District, and we look forward to introducing you and your family to the wide variety of quality leisure experiences that define the exceptional lifestyle enjoyed by residents and guests. Our team takes great pride in providing Recreational Facilities maintained to high standards and an atmosphere that is always welcoming and friendly.

utilizing the Wellness Ridge Community Development District’s facilities. The usage guidelines provided in this document have been thoughtfully established to help maintain the proper utilization of all areas while providing residents with a safe and enjoyable experience.

Our community provides residents with the following Recreational Facilities:

[Playground]
[Dog Parks]
[Multi-Use Recreational Paths/Natural Activity Trails]
If you have any questions about your parks and Recreational Facilities, please don’t hesitate to reach out to the District Management team at (407) 841-5524.

Sincerely,

District Manager
Wellness Ridge Community Development District

This Recreational Facilities Policies Document has been designed to provide the information needed to begin

Under Florida law, emails to and from district officials are considered a public record. If you do not want your email address released in response to a public records request, do not send electronic mail to district officials. Instead, contact the District Manager’s office by phone (as per Florida Statute 119).

Field Management

Wellness Ridge Community Development District has contracted for Field Management Services to maintain certain facilities (common area landscape, ponds, paths and parks) owned by the Wellness Ridge Community Development District. Please contact the Field Operations Manager with any maintenance concerns on District property.

Phone: (407) 841-5524
Alan Scheerer, Field Operations Manager, ascheerer@gmscfl.com

District Management Offices
Other questions regarding Wellness Ridge Community Development District should be directed to the District Manager.

Wellness Ridge Community Development District 219 East Livingston Street Orlando, Florida 32801
Phone: (407) 841-5524
Fax: (407) 839-1526
https://wellnessridgecdd.com/

Clermont Police Department
Dial 911 in an emergency or to report any criminal activity or Non-Emergency Number (352) 394-5588

General Provisions
The Board of Supervisors (the “Board”) of the District reserves the right to amend, modify, or delete, in part or in their entirety, these Policies when necessary, at a duly noticed Board meeting. However, in order to change or modify rates or fees beyond the increases specifically allowed for by the District’s rules and regulations, the Board must hold a duly noticed public hearing on said rates and fees.
The District Manager shall have the authority to institute temporary amendments, modifications, or other measures necessary for efficient and safe operation of the Recreational Facilities until consideration by the Board at the next duly noticed Board meeting.
Disregard for rules or policies may result in the District taking any and all actions permitted under Florida law including, but not limited to, seeking trespass violations with local enforcement and exercising the District’s powers pursuant to Chapter 190, Florida Statutes.
All hours of operation, including holiday schedules, of the Recreational Facilities will be established and published by the District Manager (unless otherwise specified herein).
The District’s Recreational Facilities are not attended. Patrons using the District’s property, including the District’s Recreational Facilities, do so at their own risk.
Fireworks of any kind are not permitted on any property owned by the District, including the Recreational Facilities.
Only District employees or contracted vendors are allowed in service areas of the Recreational Facilities.
The District Manager shall have the authority to waive strict application of any of these Policies when prudent, necessary or in the best interest of the District and Patrons. Such a temporary waiver of policy by the District Manager shall not constitute a continuous, ongoing waiver of said policy, and the District Manager reserves the right to enforce all of these policies at any time he or she sees fit.
Smoking is not permitted at any of the Recreational Facilities.
No alcohol may be consumed, sold, or served on any Property owned by the District, including at the Recreational Facilities
Patrons shall treat all District staff members with courtesy and respect.
Children must be attended to at all times while utilizing the Recreational Facilities
Commercial advertisements shall not be posted or circulated in the Recreational Facilities. Petitions, posters or promotional material shall not be originated, solicited, circulated or posted on any property owned by the District, including the Recreational Facilities.
The property owned by the District, including the Recreational Facilities, shall not be used for commercial purposes without written permission from the District Manager. The term “commercial purposes” shall mean those activities that involve, in any way, the provision of goods or services for compensation or advertising.
To the extent permissible under Florida law (Florida law shall prevail in the event of a conflict): firearms or any other weapons are prohibited in the Recreational Facilities during any Board meeting, and as otherwise prohibited in accordance with Florida law.
District Staff reserves the right to authorize all programs and activities, including the number of participants, equipment and supplies usage, facility reservations, etc., at all Recreational Facilities in accordance with the policies established by the Board. The District Manager also has the right to authorize management-sponsored events and programs to better service the Patrons, and to reserve any Recreational Facilities for said events (if the schedule permits).
All Patrons shall abide by and comply with any and all federal, state and local laws and ordinances while present at or utilizing any property of the District, including the Recreational Facilities, and shall ensure that any guest or minor for whom they are responsible also complies with the same. In the event of any conflict between a provision herein and Florida law, Florida law

shall prevail. The District is permitted to take any and all available actions under Florida law to ensure compliance with the provisions herein.
If any section or part of a section of this policy is determined to be invalid, unconstitutional or unenforceable, such determination shall not affect the validity, force and effect of the remaining provisions.

Loss or Destruction of Property or Instances of Personal Injury
Each Patron shall assume sole responsibility for his or her property. The District and its contractors shall not be responsible for the loss or damage to any private property used or stored on or in any of the Recreational Facilities.
Patrons shall be liable for any property damage and/or personal injury at the Recreational Facilities, or at any activity or function operated, organized, arranged or sponsored by the District or its contractors, which is caused by the Patron or the Patron’s guest or family member(s). The District reserves the right to pursue any and all legal and equitable measures necessary to remedy any losses it suffers due to property damage or personal injury by a Patron.
Any Patron or other person who, in any manner, makes use of or accepts the use of any apparatus, appliance, facility, privilege or service whatsoever owned, leased or operated by the District or its contractors, or who engages in any contest, game, function, exercise, competition or other activity operated, organized, arranged, or sponsored by the District, either on or off the Recreational Facilities’ premises shall do so at his or her own risk, and shall hold the the District, the Board of Supervisors, District employees, District representatives, District contractors and District agents harmless from any and all loss, cost, claim, injury, damage or liability sustained or incurred by him or her, resulting therefrom and/or from any act of omission of the District, or their respective operators, supervisors, employees representatives, contractor or agents. Any Patron shall have, owe and perform the same obligation to the District and their respective operators, supervisors, employees, representatives, contractors and agents hereunder with respect to any loss, cost, claim, injury, damage or liability sustained or incurred by any Guest or family member of such Patron. Nothing herein shall be construed as a waiver of any rights or limitations of liability available to the District under Florida law.

General District Recreational Facilities Policy
All Patrons using the Recreational Facilities are expected to conduct themselves in a responsible, courteous and safe manner, in compliance with all policies and rules of the District governing the Recreational Facilities.

Hours: The District Recreational Facilities are available for use by Patrons during normal operating hours to be established and posted by the District and Field Manager.

Emergencies: After contacting 9-1-1 if required, all emergencies and injuries on District property must be reported to the District Manager by phone: (407) 841-5524.

Please note that certain Recreational Facilities are unattended facilities.
Persons using the Recreational Facilities do so at their own risk.

The Recreational Facilities are intended for recreational, operational, and community-related purposes consistent with this Policy, the District’s rules and Florida Statutes. Patrons may access and remain on or within the Recreational Facilities only while actively engaged in a legitimate recreational, community, or

District-authorized purpose, including but not limited to use of the Recreational Facilities described herein. Prohibited conduct shall include, but not be limited to, remaining on the Recreational Facilities without an authorized purpose, disruptive or interfering conduct, disorderly or unsafe behavior, misuse of the Recreational Facilities or other District-owned property or improvements and failure to comply with lawful direction, as reasonably determined by the District based on the health, safety, and welfare of patrons and the intended use of the Recreational Facilities. Enforcement through administrative measures may include verbal notice of violation, requests to leave the Recreational Facilities, and temporary or permanent exclusion from the Recreational Facilities for repeated or serious violations, as reasonably determined by the District. Violations of this section constitute violations of District policy and are not intended to create criminal offenses unless addressed separately by applicable law. Nothing in this policy limits the ability of law enforcement to take action where conduct independently violates state or local law.

Electronic Bicycles, Electric Scooters and Other Micromobility Devices
The District recognizes that the use of e-bikes, e-scooters, motorized skateboards, and any other battery-powered, electric-powered, or motor-assisted personal mobility device may be used by residents within the community; however, to protect the health, safety and welfare of all residents and guests within the District, and in accordance with Florida Statutes, the following rules shall apply to such use on, over or through District-owned property:

E-bikes, e-scooters, and similar battery powered micromobility devices designed for personal transportation may not be used on any District-owned green spaces, playgrounds, or similar recreation tracts. The use of any e-bikes, e-scooters, and similar battery powered micromobility devices shall be limited to District-owned shared-use paths, trails and sidewalks, in accordance with the following:
Pedestrians shall have the absolute right-of-way at all times. Operators of e-bikes and e-scooters must yield to pedestrians, runners, children, strollers, pets, and all other traffic.
Any person operating e-bikes, e-scooters, and similar battery powered micromobility devices on shared pathways shall yield to pedestrians and provide an audible signal before passing them.
The speed of e-bikes, e-scooters, and similar battery powered micromobility devices on sidewalks or pedestrian-designated areas shall not exceed more than 10 miles per hour when a pedestrian is within 50 feet.
All persons operating e-bikes, e-scooters, and similar battery powered micromobility devices shall comply with applicable state and local laws, including ordinances of Lake County and City of Clermont. Operators of motorized scooters and similar devices shall meet any applicable minimum age requirements established by applicable state and local laws. Minors operating e-bikes or similar devices are strongly encouraged to do so under the supervision of a parent, legal guardian, or responsible adult. The District may require a minor to be accompanied by a supervising adult where necessary to ensure safe operation and compliance with these rules. Reckless or unsafe operation is strictly prohibited, including but not limited to:
excessive speeding
having more than one rider on such devices
abruptly crossing streets or intersections without stopping and observing traffic
operating while distracted, including use of headphones or mobile devices
stunts, wheelies, racing, or similar hazardous conduct
E-bikes and e-scooters may not be parked, left unattended, or stored in a manner that obstructs sidewalks, paths, Recreational Facility entrances, or emergency access routes.
E-bikes and e-scooters are strictly prohibited within pools, playground areas and any other areas designated by signage or by District staff.

The restrictions set forth herein shall apply to all District-owned or District-controlled property, including but not limited to:
shared-use paths
sidewalks adjacent to District property

parks and open space areas
playground and pool areas
natural activity trails
all other Recreational Facilities
Any person operating such device(s) in violation of the rules herein may be directed to immediately cease use and leave the premises. Violations or refusal to comply may also be referred to local law enforcement.

This section shall not apply to authorized District personnel, contractors, law enforcement, or emergency responders operating equipment in the course of official duties.

Shared-Use Paths
Wellness Ridge Community Development District offers shared-use paved paths used by a range of non-motorized travelers. Generally, these paths are most frequently used by pedestrians but are also used by runners, joggers, strollers, pet-walkers, or by people-powered equipment such as bicycles, big wheels, scooters, skateboards, roller skates, roller blades, etc.
No motorized vehicles (i.e., off-road motorbikes, dirt bikes, mini dirt bikes, dune buggys, ATVs, golf carts), other than maintenance vehicles and those micromobility devices within Section 4 herein, may be used on District paths, trails or sidewalks at any time. Any such motorized vehicle will be reported to the local Police Department. Pedestrians, pets, and people-powered equipment such as strollers, bicycles, scooters, skateboards, big wheels, roller skates, roller blades and skateboards are allowed on paths and trails, including certain micromobility devices in accordance with the terms herein.
Illegal motorized vehicles on paths, trails, or sidewalks will be reported to the Clermont Police Department.
Hours of Use: paths and trails are open Dawn to Dusk.
Patrons should stay on paths and trails; trespassing on private residential property is illegal.
Patrons should keep to the right, unless passing.
Patrons should yield to oncoming traffic.
Bicycle users should yield to pedestrians and use proper path and trail etiquette such as using bells to warn pedestrians when passing.
Patrons should not travel more than two abreast.
Patrons should not stand or stop in middle of the path or trail.

Playground Area
The outdoor areas of Wellness Ridge Community Development District are maintained for the use of the public. The policies below adhere to any and all outdoor spaces.

The playground area is available for use by the public on a first-come, first-serve basis.
The playground is open from Dawn to Dusk.
No alcohol may be consumed, sold, or served at any Recreational Facilities including outdoor spaces.
Patrons shall comply with all posted signage.
Bikes, rollerblades, skateboards and equipment with wheels are prohibited for use within the parks.
No chalking or marking any outdoor areas.

Pets must be kept on leash and Patrons must pick up and dispose of pet waste in appropriate receptacles.
Profanity, fighting or disruptive behavior will not be tolerated.
Smoking is not permitted in public spaces.
Amplified sound systems and DJs are prohibited unless it is part of a program approved by the District.
Patrons must clean up after themselves and dispose of trash in the appropriate receptacles.
Removal of any furniture, equipment or items owned by the District is prohibited.
All other general facility rules apply.

Dog Park(s)
Dog parks are available within Wellness Ridge, for the enjoyment of the public and their four-legged friends.

Dog Parks are open Dawn to Dusk
Use of Dog Park is at your own risk.
Patrons are legally responsible for the behavior of their dogs at all times.
Dogs must be leashed while entering and exiting the park.
Dog waste must be cleaned up by their owners immediately.
The dog park may only be reserved for a community approved program or event. All
scheduled events will be posted.
Patrons must be within the dog park and supervising their dog with leash readily available.
Dog handlers must be at least 16 years of age (if a guest) or 14 years of age (if a resident), unless accompanied by a parent, legal guardian, or responsible adult.
Patrons shall comply with all posted signage.
Aggressive dogs must be removed immediately.
Dogs should be under voice control.
Dog handlers must not allow their dog to dig holes or otherwise destroy or damage any equipment or landscaping.
Human food is prohibited at the dog park.
Dog food and treats are prohibited at the dog park.
Glass containers are prohibited at the dog park.
Female dogs in heat are prohibited at the dog park.
Puppies under four months are prohibited at the dog park.
Patrons must use caution when bringing toys, Frisbees, and balls to the park, as this may solicit protective and territorial behavior that may result in fighting.
As a courtesy to others, dog owners should properly vaccinate and pest treat their dogs before they use any shared facilities such as the dog park.
All other general facility rules apply.

Lakes, Ponds, and Natural Areas Within District

The lakes and ponds throughout the community are designed and maintained for the health of the stormwater management system and for the visual enjoyment of our community.

No fishing is permitted in District-managed bodies of water. Patrons shall not trespass on private property of another resident or enter any prohibited service areas for District staff or maintenance personnel.

It is important to note that these bodies of water are habitats to wildlife (including alligators) living within our community. Anyone near said water bodies are there at their own risk. District waterbodies may be deep and those nearby District waterbodies are there at their own risk.

No swimming or wading are allowed in any body of water.

No watercrafts of any kind are allowed in any body of water except for lake/pond maintenance vehicles. Any violation of this policy will be reported to local authorities.

The following is the policy statement of the District as it regards to the natural tree protection, wetland and upland buffer areas that are scattered in large numbers throughout the District. The policy statement is consistent with the policies of other governments including Lake County, City of Clermont and the St. Johns River Water Management District (SJRWMD) as it regards their natural, conservation tree protection and wetland conservation/preservation areas:

The natural areas are not intended to be maintained. These areas are to be left untouched to allow for nature to take its normal course. Vegetation that dies including, but not limited to, trees, are left to fulfill their role in nature’s process.

Trees, within or immediately adjacent to these areas, that have died and appear to pose a threat of falling and damaging an abutting property owner’s property may be addressed by the abutting property owner after securing permission to remedy the situation from the District and all required permits from all authorities having jurisdiction including Lake County, City of Clermont and SJRWMD. Such abutting property owner must initially contact the District for permission to address the removal or remediation of the threatening situation and shall then be responsible for any needed permitting or review by Lake County, City of Clermont and/or SJRWMD. Permitted trimming and/or removal, where warranted, shall be done at the expense of the abutting property owner. The goal is to minimize disturbance these areas.

In the event that a tree does fall onto another’s property, that property owner has the right to cut back or limb the tree as necessary to their individual property line. The rest of the tree is to be left as-is. This would also pertain to normal maintenance, which would allow an owner to trim back any encroaching vegetation to their property line. No one is allowed to encroach into the nature areas for any reason, from maintenance to placement of personal property, of any kind.

Wildlife and Contacts

In the event of an emergency situation, please call 911.

Please do not disturb or agitate wildlife encountered while in the community.

For any stray domestic animals, please contact Lake County Animal Services for assistance.

Deleted: Amenity Policies¶
¶

Wellness Ridge Community Development District Recreational Facilities Policy

Adopted 	, 2026

CDD Offices & District Manager:
219 East Livingston Street, Orlando, FL 32801 407.841.5524

Deleted: Amenity Facility

Deleted: 7

Deleted: 8

Deleted: 9

Deleted: 0

Table of Contents	2
Definitions	3
Introduction & Welcome	4
Sunshine Law Disclosure	5
Field and District Management	5
Community Contacts	5
General Provisions	6
Loss or Destruction of Property or Instances of Personal Injury	7
General District Recreational Facilities Policy	7
Electronic Bicycles, Electric Scooters and Other Micromobility Devices	8
Shared-Use Paths and Sidewalks	9
Playground Areas	9
Dog Park	10
Lakes, Ponds, and Natural Areas Within District	10
Wildlife and Contacts	11

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“Recreational Facilities” shall mean the properties and areas owned by the District and intended for recreational use and shall include, but not specifically be limited to, parks, multi-purpose paths and dog parks, together with their appurtenant facilities and areas.

“Recreational Facilities Policies” or “Policies” shall mean these Recreational Facilities Policies of the Wellness Ridge Community Development District, as amended from time to time.

“Recreational Facilities Manager” shall mean the District Manager or that person or firm so designated by the District’s Board of Supervisors.

“Board of Supervisors” or “Board” shall mean the Wellness Ridge Community Development District’s Board of Supervisors.

“District” shall mean the Wellness Ridge Community Development District.

“District Manager” shall mean the professional management company with which the District has contracted to provide management services to the District.

“Patron” or “Patrons” shall mean any member of the public.

“Vehicle” shall mean any mobile item, whether motorized or not, including, but not limited to, cars, trucks, motorcycles, trailers, storage pods, e-bikes, e-scooters, boats, watercraft, camper, trailer, mopeds, golf carts, buses and motor homes.

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We are pleased to welcome you to the Wellness Ridge Community Development District, and we look forward to introducing you and your family to the wide variety of quality leisure experiences that define the exceptional lifestyle enjoyed by residents and guests. Our team takes great pride in providing Recreational Facilities maintained to high standards and an atmosphere that is always welcoming and friendly.

This Recreational Facilities Policies Document has been designed to provide the information needed to begin utilizing the Wellness Ridge Community Development District’s facilities. The usage guidelines provided in this document have been thoughtfully established to help maintain the proper utilization of all areas while providing residents with a safe and enjoyable experience.

Our community provides residents with the following Recreational Facilities:

[Playground]
[Dog Parks]
[Multi-Use Recreational Paths/Natural Activity Trails]

If you have any questions about your parks and Recreational Facilities, please don’t hesitate to reach out to the District Management team at (407) 841-5524.

Sincerely,

District Manager
Wellness Ridge Community Development District

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Sunshine Law Disclosure
Under Florida law, emails to and from district officials are considered a public record. If you do not want your email address released in response to a public records request, do not send electronic mail to district officials. Instead, contact the District Manager’s office by phone (as per Florida Statute 119).

Field Management

Wellness Ridge Community Development District has contracted for Field Management Services to maintain certain facilities (common area landscape, ponds, paths and parks) owned by the Wellness Ridge Community Development District. Please contact the Field Operations Manager with any maintenance concerns on District property.

Phone: (407) 841-5524
Alan Scheerer, Field Operations Manager, ascheerer@gmscfl.com

District Management Offices
Other questions regarding Wellness Ridge Community Development District should be directed to the District Manager.

Wellness Ridge Community Development District 219 East Livingston Street Orlando, Florida 32801
Phone: (407) 841-5524
Fax: (407) 839-1526
https://wellnessridgecdd.com/

Clermont Police Department
Dial 911 in an emergency or to report any criminal activity or Non-Emergency Number (352) 394-5588

General Provisions

The Board of Supervisors (the “Board”) of the District reserves the right to amend, modify, or delete, in part or in their entirety, these Policies when necessary, at a duly noticed Board meeting. However, in order to change or modify rates or fees beyond the increases specifically allowed for by the District’s rules and regulations, the Board must hold a duly noticed public hearing on said rates and fees.
The District Manager shall have the authority to institute temporary amendments, modifications, or other measures necessary for efficient and safe operation of the Recreational Facilities until consideration by the Board at the next duly noticed Board meeting.
Disregard for rules or policies may result in the District taking any and all actions permitted under Florida law including, but not limited to, seeking trespass violations with local enforcement and exercising the District’s powers pursuant to Chapter 190, Florida Statutes.
All hours of operation, including holiday schedules, of the Recreational Facilities will be established and published by the District Manager (unless otherwise specified herein).
The District’s Recreational Facilities are not attended. Patrons using the District’s property, including the District’s Recreational Facilities, do so at their own risk.
Fireworks of any kind are not permitted on any property owned by the District, including the Recreational Facilities.
Only District employees or contracted vendors are allowed in service areas of the Recreational Facilities.
The District Manager shall have the authority to waive strict application of any of these Policies when prudent, necessary or in the best interest of the District and Patrons. Such a temporary waiver of policy by the District Manager shall not constitute a continuous, ongoing waiver of said policy, and the District Manager reserves the right to enforce all of these policies at any time he or she sees fit.
Smoking is not permitted at any of the Recreational Facilities.
No alcohol may be consumed, sold, or served on any Property owned by the District, including at the Recreational Facilities
Patrons shall treat all District staff members with courtesy and respect.
Children must be attended to at all times while utilizing the Recreational Facilities
Commercial advertisements shall not be posted or circulated in the Recreational Facilities. Petitions, posters or promotional material shall not be originated, solicited, circulated or posted on any property owned by the District, including the Recreational Facilities.
The property owned by the District, including the Recreational Facilities, shall not be used for commercial purposes without written permission from the District Manager. The term “commercial purposes” shall mean those activities that involve, in any way, the provision of goods or services for compensation or advertising.
To the extent permissible under Florida law (Florida law shall prevail in the event of a conflict): firearms or any other weapons are prohibited in the Recreational Facilities during any Board meeting, and as otherwise prohibited in accordance with Florida law.
District Staff reserves the right to authorize all programs and activities, including the number of participants, equipment and supplies usage, facility reservations, etc., at all Recreational Facilities in accordance with the policies established by the Board. The District Manager also has the right to authorize management-sponsored events and programs to better service the Patrons, and to reserve any Recreational Facilities for said events (if the schedule permits).
All Patrons shall abide by and comply with any and all federal, state and local laws and ordinances while present at or utilizing any property of the District, including the Recreational Facilities, and shall ensure that any guest or minor for whom they are responsible also complies with the same. In the event of any conflict between a provision herein and Florida law, Florida law

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Deleted: <#>The District Manager must approve performances and contracted entertainment on any property owned by the District, including at any Amenity Facility, in advance using the reservation guidelines provided in the Reservation Form available on the District website or from District staff.¶
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shall prevail. The District is permitted to take any and all available actions under Florida law to ensure compliance with the provisions herein.
 If any section or part of a section of this policy is determined to be invalid, unconstitutional or unenforceable, such determination shall not affect the validity, force and effect of the remaining provisions.

Loss or Destruction of Property or Instances of Personal Injury

Each Patron shall assume sole responsibility for his or her property. The District and its contractors shall not be responsible for the loss or damage to any private property used or stored on or in any of the Recreational Facilities.
Patrons shall be liable for any property damage and/or personal injury at the Recreational Facilities, or at any activity or function operated, organized, arranged or sponsored by the District or its contractors, which is caused by the Patron or the Patron’s guest or family member(s). The District reserves the right to pursue any and all legal and equitable measures necessary to remedy any losses it suffers due to property damage or personal injury by a Patron.
Any Patron or other person who, in any manner, makes use of or accepts the use of any apparatus, appliance, facility, privilege or service whatsoever owned, leased or operated by the District or its contractors, or who engages in any contest, game, function, exercise, competition or other activity operated, organized, arranged, or sponsored by the District, either on or off the Recreational Facilities’ premises shall do so at his or her own risk, and shall hold the the District, the Board of Supervisors, District employees, District representatives, District contractors and District agents harmless from any and all loss, cost, claim, injury, damage or liability sustained or incurred by him or her, resulting therefrom and/or from any act of omission of the District, or their respective operators, supervisors, employees representatives, contractor or agents. Any Patron shall have, owe and perform the same obligation to the District and their respective operators, supervisors, employees, representatives, contractors and agents hereunder with respect to any loss, cost, claim, injury, damage or liability sustained or incurred by any Guest or family member of such Patron. Nothing herein shall be construed as a waiver of any rights or limitations of liability available to the District under Florida law.

General District Recreational Facilities Policy
All Patrons using the Recreational Facilities are expected to conduct themselves in a responsible, courteous and safe manner, in compliance with all policies and rules of the District governing the Recreational Facilities.

Hours: The District Recreational Facilities are available for use by Patrons during normal operating hours to be established and posted by the District and Field Manager.

Emergencies: After contacting 9-1-1 if required, all emergencies and injuries on District property must be reported to the District Manager by phone: (407) 841-5524.

Please note that certain Recreational Facilities are unattended facilities.
Persons using the Recreational Facilities do so at their own risk.

The Recreational Facilities are intended for recreational, operational, and community-related purposes consistent with this Policy, the District’s rules and Florida Statutes. Patrons may access and remain on or within the Recreational Facilities only while actively engaged in a legitimate recreational, community, or

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Deleted: Amenity Facilities. Violation of the District’s policies and/or misuse or destruction of Amenity Facility equipment may result in the suspension or termination of District Amenity Facility privileges with respect to the offending Patron in accordance with District Policies.
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Deleted: <#>No person under the age of 16 years may operate an e-bike or e-scooter on District property unless directly supervised by a parent, legal guardian, or other responsible adult.¶

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District-authorized purpose, including but not limited to use of the Recreational Facilities described herein.  Prohibited conduct shall include, but not be limited to, remaining on the Recreational Facilities without an authorized purpose, disruptive or interfering conduct, disorderly or unsafe behavior, misuse of the Recreational Facilities or other District-owned property or improvements and failure to comply with lawful direction, as reasonably determined by the District based on the health, safety, and welfare of patrons and the intended use of the Recreational Facilities. Enforcement through administrative measures may include verbal notice of violation, requests to leave the Recreational Facilities, and temporary or permanent exclusion from the Recreational Facilities for repeated or serious violations, as reasonably determined by the District. Violations of this section constitute violations of District policy and are not intended to create criminal offenses unless  addressed separately by applicable law. Nothing in this policy limits the ability of law enforcement to take action where conduct independently violates state or local law.

Electronic Bicycles, Electric Scooters and Other Micromobility Devices
The District recognizes that the use of e-bikes, e-scooters, motorized skateboards, and any other battery-powered, electric-powered, or motor-assisted personal mobility device may be used by residents within the community; however, to protect the health, safety and welfare of all residents and guests within the District, and in accordance with Florida Statutes, the following rules shall apply to such use on, over or through District-owned property:

E-bikes, e-scooters, and similar battery powered micromobility devices designed for personal transportation may not be used on any District-owned green spaces, playgrounds, or similar recreation tracts. The use of any e-bikes, e-scooters, and similar battery powered micromobility devices shall be limited to District-owned shared-use paths, trails and sidewalks, in accordance with the following:
Pedestrians shall have the absolute right-of-way at all times. Operators of e-bikes and e-scooters must yield to pedestrians, runners, children, strollers, pets, and all other traffic.
Any person operating e-bikes, e-scooters, and similar battery powered micromobility devices on shared pathways shall yield to pedestrians and provide an audible signal before passing them.
The speed of e-bikes, e-scooters, and similar battery powered micromobility devices on sidewalks or pedestrian-designated areas shall not exceed more than 10 miles per hour when a pedestrian is within 50 feet.
All persons operating e-bikes, e-scooters, and similar battery powered micromobility devices shall comply with applicable state and local laws, including ordinances of Lake County and City of Clermont. Operators of motorized scooters and similar devices shall meet any applicable minimum age requirements established by applicable state and local laws. Minors operating e-bikes or similar devices are strongly encouraged to do so under the supervision of a parent, legal guardian, or responsible adult. The District may require a minor to be accompanied by a supervising adult where necessary to ensure safe operation and compliance with these rules. Reckless or unsafe operation is strictly prohibited, including but not limited to:
excessive speeding
having more than one rider on such devices
abruptly crossing streets or intersections without stopping and observing traffic
operating while distracted, including use of headphones or mobile devices
stunts, wheelies, racing, or similar hazardous conduct
E-bikes and e-scooters may not be parked, left unattended, or stored in a manner that obstructs sidewalks, paths, Recreational Facility entrances, or emergency access routes.
E-bikes and e-scooters are strictly prohibited within pools, playground areas and any other areas designated by signage or by District staff.

The restrictions set forth herein shall apply to all District-owned or District-controlled property, including but not limited to:
shared-use paths
sidewalks adjacent to District property

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Deleted: Violations may result in suspension or termination of Amenity privileges.

Deleted: Disregard for rules or policies may result in expulsion from the Amenity Facilities and/or loss of Amenity Facility privileges in accordance with the Suspension and Termination Rules.

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parks and open space areas
playground and pool areas
natural activity trails
all other Recreational Facilities
Any person operating such device(s) in violation of the rules herein may be directed to immediately cease use and leave the premises. Violations or refusal to comply may also be referred to local law enforcement.

This section shall not apply to authorized District personnel, contractors, law enforcement, or emergency responders operating equipment in the course of official duties.

Shared-Use Paths
Wellness Ridge Community Development District offers shared-use paved paths used by a range of non-motorized travelers. Generally, these paths are most frequently used by pedestrians but are also used by runners, joggers, strollers, pet-walkers, or by people-powered equipment such as bicycles, big wheels, scooters, skateboards, roller skates, roller blades, etc.
No motorized vehicles (i.e., off-road motorbikes, dirt bikes, mini dirt bikes, dune buggys, ATVs, golf carts), other than maintenance vehicles and those micromobility devices within Section 4 herein, may be used on District paths, trails or sidewalks at any time. Any such motorized vehicle will be reported to the local Police Department. Pedestrians, pets, and people-powered equipment such as strollers, bicycles, scooters, skateboards, big wheels, roller skates, roller blades and skateboards are allowed on paths and trails, including certain micromobility devices in accordance with the terms herein.
Illegal motorized vehicles on paths, trails, or sidewalks will be reported to the Clermont Police Department.
Hours of Use: paths and trails are open Dawn to Dusk.
Patrons should stay on paths and trails; trespassing on private residential property is illegal.
Patrons should keep to the right, unless passing.
Patrons should yield to oncoming traffic.
Bicycle users should yield to pedestrians and use proper path and trail etiquette such as using bells to warn pedestrians when passing.
Patrons should not travel more than two abreast.
Patrons should not stand or stop in middle of the path or trail.

Playground Area
The outdoor areas of Wellness Ridge Community Development District are maintained for the use of the public. The policies below adhere to any and all outdoor spaces.

The playground area is available for use by the public on a first-come, first-serve basis.
The playground is open from Dawn to Dusk.
No alcohol may be consumed, sold, or served at any Recreational Facilities including outdoor spaces.
Patrons shall comply with all posted signage.
Bikes, rollerblades, skateboards and equipment with wheels are prohibited for use within the parks.
No chalking or marking any outdoor areas.

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Pets must be kept on leash and Patrons must pick up and dispose of pet waste in appropriate receptacles.
Profanity, fighting or disruptive behavior will not be tolerated.
Smoking is not permitted in public spaces.
Amplified sound systems and DJs are prohibited unless it is part of a program approved by the District.
Patrons must clean up after themselves and dispose of trash in the appropriate receptacles.
Removal of any furniture, equipment or items owned by the District is prohibited.
All other general facility rules apply.

Dog Park(s)
Dog parks are available within Wellness Ridge, for the enjoyment of the public and their four-legged friends.

Dog Parks are open Dawn to Dusk
Use of Dog Park is at your own risk.
Patrons are legally responsible for the behavior of their dogs at all times.
Dogs must be leashed while entering and exiting the park.
Dog waste must be cleaned up by their owners immediately.
The dog park may only be reserved for a community approved program or event. All
scheduled events will be posted.
Patrons must be within the dog park and supervising their dog with leash readily available.
Dog handlers must be at least 16 years of age (if a guest) or 14 years of age (if a resident), unless accompanied by a parent, legal guardian, or responsible adult.
Patrons shall comply with all posted signage.
Aggressive dogs must be removed immediately.
Dogs should be under voice control.
Dog handlers must not allow their dog to dig holes or otherwise destroy or damage any equipment or landscaping.
Human food is prohibited at the dog park.
Dog food and treats are prohibited at the dog park.
Glass containers are prohibited at the dog park.
Female dogs in heat are prohibited at the dog park.
Puppies under four months are prohibited at the dog park.
Patrons must use caution when bringing toys, Frisbees, and balls to the park, as this may solicit protective and territorial behavior that may result in fighting.
As a courtesy to others, dog owners should properly vaccinate and pest treat their dogs before they use any shared facilities such as the dog park.
All other general facility rules apply.

Lakes, Ponds, and Natural Areas Within District

The lakes and ponds throughout the community are designed and maintained for the health of the stormwater management system and for the visual enjoyment of our community.

No fishing is permitted in District-managed bodies of water. Patrons shall not trespass on private property of another resident or enter any prohibited service areas for District staff or maintenance personnel.

It is important to note that these bodies of water are habitats to wildlife (including alligators) living within our community. Anyone near said water bodies are there at their own risk. District waterbodies may be deep and those nearby District waterbodies are there at their own risk.

No swimming or wading are allowed in any body of water.

No watercrafts of any kind are allowed in any body of water except for lake/pond maintenance vehicles. Any violation of this policy will be reported to local authorities.

The following is the policy statement of the District as it regards to the natural tree protection, wetland and upland buffer areas that are scattered in large numbers throughout the District. The policy statement is consistent with the policies of other governments including Lake County, City of Clermont and the St. Johns River Water Management District (SJRWMD) as it regards their natural, conservation tree protection and wetland conservation/preservation areas:

The natural areas are not intended to be maintained. These areas are to be left untouched to allow for nature to take its normal course. Vegetation that dies including, but not limited to, trees, are left to fulfill their role in nature’s process.

Trees, within or immediately adjacent to these areas, that have died and appear to pose a threat of falling and damaging an abutting property owner’s property may be addressed by the abutting property owner after securing permission to remedy the situation from the District and all required permits from all authorities having jurisdiction including Lake County, City of Clermont and SJRWMD. Such abutting property owner must initially contact the District for permission to address the removal or remediation of the threatening situation and shall then be responsible for any needed permitting or review by Lake County, City of Clermont and/or SJRWMD. Permitted trimming and/or removal, where warranted, shall be done at the expense of the abutting property owner. The goal is to minimize disturbance these areas.

In the event that a tree does fall onto another’s property, that property owner has the right to cut back or limb the tree as necessary to their individual property line. The rest of the tree is to be left as-is. This would also pertain to normal maintenance, which would allow an owner to trim back any encroaching vegetation to their property line. No one is allowed to encroach into the nature areas for any reason, from maintenance to placement of personal property, of any kind.

Wildlife and Contacts

In the event of an emergency situation, please call 911.

Please do not disturb or agitate wildlife encountered while in the community.

For any stray domestic animals, please contact Lake County Animal Services for assistance.

Section V

RESOLUTION 2026-09

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT APPROVING PROPOSED BUDGETS FOR FISCAL YEAR 2026/2027 AND SETTING A PUBLIC HEARING THEREON PURSUANT TO FLORIDA LAW; ADDRESSING TRANSMITTAL, POSTING AND PUBLICATION REQUIREMENTS; ADDRESSING SEVERABILITY; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the District Manager has heretofore prepared and submitted to the Board of Supervisors (“Board”) of the Wellness Ridge Community Development District (“District”) prior to June 15, 2026, proposed budgets (“Proposed Budget”) for the fiscal year beginning October 1, 2026 and ending September 30, 2027 (“Fiscal Year 2026/2027”); and
WHEREAS, the Board has considered the Proposed Budget and desires to set the required public hearing thereon.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT:

PROPOSED BUDGET APPROVED. The Proposed Budget prepared by the District Manager for Fiscal Year 2026/2027 attached hereto as Exhibit A is hereby approved as the basis for conducting a public hearing to adopt said Proposed Budget.

SETTING A PUBLIC HEARING. A public hearing on said approved Proposed Budget is hereby declared and set for the following date, hour and location:

DATE:	August 26, 2026

HOUR:	11:30 A.M.

LOCATION:	Cooper Memorial Library
2525 Oakley Seaver Drive Clermont, FL 34711

TRANSMITTAL  OF  PROPOSED  BUDGET  TO  LOCAL  GENERAL
PURPOSE GOVERNMENTS. The District Manager is hereby directed to submit a copy of the Proposed Budget to Lake County and City of Clermont at least 60 days prior to the hearing set above.

POSTING OF PROPOSED BUDGET. In accordance with Section 189.016, Florida Statutes, the District’s Secretary is further directed to post the approved Proposed Budget on the District’s website at least two days before the budget hearing date as set forth in Section 2, and shall remain on the website for at least 45 days.

PUBLICATION OF NOTICE. Notice of this public hearing shall be published in the manner prescribed in Florida law.

SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part thereof.

EFFECTIVE DATE. This Resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS 28ND DAY OF MAY, 2026.

ATTEST:	WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chairman/Vice Chairman

Exhibit A: Fiscal Year 2026/2027 Proposed Budget

Wellness Ridge
Community Development District

Proposed Budget
FY2027

Table of Contents

1-3	General Fund	

4-8	

General Fund Narrative	

9	

Debt Service Fund Series 2023	

10	

Amortization Schedule Series 2023	

11	

Debt Service Fund Series 2024	

12	

Amortization Schedule Series 2024	

13	

Debt Service Fund Series 2026	

14	

Amortization Schedule Series 2026	

	Amended Budget	Actuals Thru	Projected Next	Projected Thru	Proposed Budget	
Description	FY2026	4/30/26	5 Months	9/30/26	FY2027	
Revenues						
Assessments	$ 1,328,389	$ 1,170,887	$	157,503	$ 1,328,389	$ 1,327,133	
Boundary Amendment Contributions	$	-	$	21,851	$	376	$	22,227	$	-	
Intergovernmental Revenue - MSTU	$	169,600	$	42,000	$	40,000	$	82,000	$	-	
Interest	$	-	$	11,000	$	5,500	$	16,500	$	8,250	
Miscellaneous Revenue	$	-	$	15,312	$	-	$	15,312	$	-	
Carry Forward Surplus	$	-	$	-	$	-	$	-	$	154,244	
Total Revenues	$ 1,497,989	$ 1,261,050	$	203,378	$ 1,464,428	$ 1,489,627	
Expenditures						
Administrative						
Supervisor Fees	$	12,000	$	3,600	$	5,000	$	8,600	$	12,000	
FICA Expenditures	$	918	$	275	$	383	$	658	$	918	
Engineering	$	15,000	$	-	$	6,250	$	6,250	$	15,000	
Attorney	$	25,000	$	16,172	$	15,000	$	31,172	$	25,000	
Annual Audit	$	6,500	$	6,500	$	-	$	6,500	$	8,000	
Assessment Administration	$	5,408	$	5,408	$	-	$	5,408	$	5,570	
Arbitrage	$	1,350	$	450	$	900	$	1,350	$	1,800	
Dissemination	$	9,724	$	4,311	$	4,538	$	8,848	$	11,259	
Disclosure Software	$	5,000	$	2,125	$	2,875	$	5,000	$	5,000	
Trustee Fees	$	13,500	$	5,662	$	7,838	$	13,500	$	18,000	
Management Fees	$	43,775	$	25,535	$	18,240	$	43,775	$	45,088	
Information Technology	$	1,947	$	1,136	$	811	$	1,947	$	2,005	
Website Maintenance	$	1,298	$	757	$	541	$	1,298	$	1,337	
Telephone	$	300	$	-	$	125	$	125	$	300	
Postage	$	1,000	$	53	$	417	$	470	$	1,000	
Insurance	$	5,898	$	5,898	$	-	$	5,898	$	6,487	
Printing & Binding	$	1,000	$	86	$	417	$	503	$	1,000	
Legal Advertising	$	10,000	$	-	$	4,500	$	4,500	$	7,500	
Other Current Charges	$	4,250	$	1,110	$	1,250	$	2,360	$	4,250	
Boundary Amendment Expenses	$	-	$	22,227	$	-	$	22,227	$	-	
Office Supplies	$	625	$	2	$	260	$	263	$	625	
Travel Per Diem	$	660	$	-	$	-	$	-	$	660	
Dues, Licenses & Subscriptions	$	175	$	175	$	-	$	175	$	175	
Total Administrative:	$	165,327	$	101,483	$	69,344	$	170,827	$	172,974	
Operations & Maintenance						
Contract Services
Property Insurance	
$	15,000	
$	12,137	
$	-	
$	12,137	
$	18,500	
Field Management	$	16,223	$	9,463	$	6,760	$	16,223	$	16,709	
Landscape Maintenance	$	537,840	$	116,390	$	94,850	$	211,240	$	598,800	
Landscape Maintenance - MSTU	$	169,600	$	42,000	$	40,000	$	82,000	$	-	
Lake Maintenance	$	2,460	$	-	$	1,025	$	1,025	$	2,460	
Contract Services Subtotal:	$	741,123	$	179,990	$	142,635	$	322,625	$	636,469	

	Amended Budget	Actuals Thru	Projected Next	Projected Thru	Proposed Budget	
Description	FY2026	4/30/26	5 Months	9/30/26	FY2027	
Repairs & Maintenance
Landscape Replacement	
$	4,050	
$	-	
$	1,688	
$	1,688	
$	25,000	
Irrigation Repairs	$	5,000	$	-	$	2,083	$	2,083	$	20,000	
General Repairs & Maintenance	$	4,050	$	-	$	1,688	$	1,688	$	10,000	
Alleyway & Sidewalk Maintenance	$	5,000	$	-	$	2,083	$	2,083	$	17,500	
Signage	$	1,500	$	-	$	625	$	625	$	6,500	
Walls - Repair/Cleaning	$	1,500	$	-	$	625	$	625	$	7,000	
Fencing	$	1,500	$	-	$	625	$	625	$	7,500	
Dog Station/Trash Removal	$	2,500	$	1,500	$	1,042	$	2,542	$	5,000	
Repairs & Maintenance Subtotal:	$	25,100	$	1,500	$	10,458	$	11,958	$	98,500	
Utilities
Electric	
$	25,000	
$	21,477	
$	10,000	
$	31,477	
$	25,000	
Water & Sewer	$	40,000	$	5,633	$	4,024	$	9,657	$	40,000	
Streetlights	$	441,684	$	138,556	$	118,500	$	257,056	$	441,684	
Utilities Subtotal:	$	506,684	$	165,667	$	132,524	$	298,190	$	506,684	
Other
Contingency	
$	59,756	
$	13,100	
$	46,656	
$	59,756	
$	25,000	
Capital Reserve Transfer	$	-	$	-	$	-	$	-	$	50,000	
Other Subtotal:	$	59,756	$	13,100	$	46,656	$	59,756	$	75,000	
						
Total Operations & Maintenance:	$ 1,332,663	$	360,257	$	332,273	$	692,530	$ 1,316,653	
						
Total Expenditures	$ 1,497,989	$	461,740	$	401,617	$	863,357	$ 1,489,627	
						
Excess Revenues/(Expenditures)	$	-	$	799,310	$  (198,239)	$	601,071	$	-	

General Fund - O&M Assessments

Product	
Assessable Units	

ERU/ Unit	

ERU's	
Net Assessment	
Gross Assessment	

Net Per Unit	
Gross Per Unit	
Townhome 22'	342	0.44	150.48	$	162,968	$	173,370	$476.51	$506.93	
Townhome 25'	98	0.5	49.00	$	53,067	$	56,454	$541.50	$576.06	
Single-Family 32'	220	0.64	140.80	$	152,484	$	162,217	$693.11	$737.35	
Single-Family 40'	242	0.8	193.60	$	209,666	$	223,049	$866.39	$921.69	
Single-Family 41'	108	0.82	88.56	$	95,909	$	102,031	$888.05	$944.73	
Single-Family 50'	495	1	495.00	$	536,077	$	570,294	$1,082.98	$1,152.11	
Single-Family 60'	90	1.2	108.00	$	116,963	$	124,429	$1,299.59	$1,382.54	
Total Assessments	1595		1225.44	$  1,327,133	$  1,411,844			

FY2026 - FY2027 Comparisons

Product	
FY27 Units	
FY26 Units	
Variance	
FY27 ERU	
FY26 ERU	
Variance	
Townhome 22'	342	343	-1	150.48	150.92	-0.44	
Townhome 25'	98	98	0	49.00	49.00	0.00	
Single-Family 32'	220	221	-1	140.80	141.44	-0.64	
Single-Family 40'	242	241	1	193.60	192.80	0.80	
Single-Family 41'	108	112	-4	88.56	91.84	-3.28	
Single-Family 50'	495	495	0	495.00	495.00	0.00	
Single-Family 60'	90	88	2	108.00	105.60	2.40	
Totals	1595	1598	-3	1225.44	1226.60	-1.16	

Product	FY27
Gross Per Unit	
FY26 Gross Per Unit	

Variance	
Townhome 22'	$ 506.93	$  506.93	$	-	
Townhome 25'	$ 576.06	$  576.06	$	-	
Single-Family 32'	$ 737.35	$  737.35	$	-	
Single-Family 40'	$ 921.69	$  921.69	$	-	
Single-Family 41'	$ 944.73	$  944.73	$	-	
Single-Family 50'	$1,152.11	$ 1,152.11	$	-	
Single-Family 60'	$1,382.54	$ 1,382.54	$	-	

Revenues:

Assessments

The District will levy a non-ad valorem assessment on all of the assessable property within the District in order to pay for the operating expenditures during the fiscal year.

Interest

Represents interest income earned on excess funds invested through the State Board of Administration and funds held in the District’s operating accounts.

Carry Forward Surplus

Represents excess funds used to offset the District’s fiscal year expenditure.

Expenditures:

General & Administrative:

Supervisor Fees

Chapter 190, Florida Statutes, allows for each Board member to receive $200 per meeting, not to exceed
$4,800 per year paid to each Supervisor for the time devoted to District business and meetings.

FICA Expenditures

Represents the Employer’s share of Social Security and Medicare taxes withheld from Board of Supervisors checks.

Engineering

The District's engineer, Vanasse Hangen Brustlin, provides general engineering services to the District,
e.g. attendance and preparation for monthly board meetings, review invoices and various projects as directed by the Board of Supervisors and the District Manager.

Attorney

The District's legal counsel, Latham, Luna, Eden & Beaudine LLP. provides general legal services to the District, e.g. attendance and preparation for meetings, preparation and review of agreements, resolutions, etc. as directed by the Board of Supervisors and the District Manager.

Annual Audit

The District is required by Florida Statutes to arrange for an independent audit of its financial records on an annual basis.

Assessment Administration

The District will contract to levy and administer the collection of non-ad valorem assessment on all assessable property within the District.

Arbitrage

The District will contract with an independent certified public accountant to annually calculate the District’s Arbitrage Rebate Liability on its Series 2023, 2024 & 2026 bond issuances as well as one anticipated bond.

Dissemination

The District is required by the Security and Exchange Commission to comply with Rule 15c2-12(b)(5) which relates to additional reporting requirements for unrated bond issues. This cost is based upon an the Series 2023, 2024 & 2026 bond issuances

Disclosure Software

The District has contracted with DTS to provide software platform for filing various reports required in accordance with the Continuing Disclosure Agreements for the various bond issue(s).

Trustee Fees

The District will incur trustee related costs with the issuance of its’ Series 2023, 2024 & 2026 bonds.

Management Fees

The District receives Management, Accounting and Administrative services as part of a Management Agreement with Governmental Management Services-Central Florida, LLC. The services include but are not limited to, recording and transcription of board meetings, administrative services, budget preparation, all financial reports, annual audits, etc.

Information Technology

Represents various cost of information technology with Governmental Management Services-Central Florida, LLC for the District such as video conferencing, cloud storage and servers, positive pay implementation and programming for fraud protection, accounting software, tablets for meetings, Adobe, Microsoft Office, etc.

Website Maintenance

Represents the costs with Governmental Management Services – Central Florida, LLC associated with monitoring and maintaining the District’s website created in accordance with Chapter 189, Florida Statutes. These services include site performance assessments, security and firewall maintenance, updates, document uploads, hosting and domain renewals, website backups, etc.

Telephone

Telephone and fax machine.

Postage

The District incurs charges for mailing of Board meeting agenda packages, overnight deliveries, correspondence, etc.

Insurance

The District’s general liability and public official’s liability insurance coverages with Florida Insurance Alliance.

Printing & Binding

Printing for board meetings, printing of computerized checks, stationary, envelopes, etc.

Legal Advertising

The District is required to advertise various notices for monthly Board meetings, public hearings, etc. in a newspaper of general circulation.

Other Current Charges

Bank charges and any other miscellaneous expenses incurred during the year that do not fit into budgeted administrative line items.

Office Supplies

Any supplies that may need to be purchased during the fiscal year, e.g., paper, minute books, file folders, labels, paper clips, etc.

Travel Per Diem

The Board of Supervisors can be reimbursed for travel expenditures related to the conducting of District business.

Dues, Licenses & Subscriptions

The District is required to pay an annual fee to the Florida Department of Economic Opportunity for
$175. This is the only expense under this category for the District.

Operations & Maintenance:

Contract Services:

Property Insurance

Represents the estimated cost of insuring the District’s property.

Field Management

The District is contracted with Governmental Management Services-Central Florida, LLC for onsite field management of contracts for the District such as landscape and lake maintenance. Services include onsite inspections, meetings with contractors, monitoring of utility accounts, attend Board meetings and receive and respond to property owner phone calls and emails.

Landscape Maintenance

The District has contracted with Frank Polly Sod to maintain the landscaping within the common areas of the District after installation of landscape material has been completed. The services include mowing, edging, trimming, weed and disease control, fertilization, pest control, pruning, weeding, mulching, irrigation inspections and litter removal.

Lake Maintenance

The District will contract to maintain the lakes throughout the community that provide stormwater management.

Repairs & Maintenance:

Landscape Replacement

Estimated cost related to the replacement of turf, trees, shrubs, etc.

Irrigation Repairs

To record expenses for repairs to the irrigation system.

General Repairs & Maintenance

Represents estimated cost for repairs and maintenance of various facilities throughout the District.

Alleyway & Sidewalk Maintenance

Represents estimated cost for repairs and maintenance of various alleyways and sidewalks throughout the District.

Signage

Represents estimated cost for repairs and maintenance of various signs throughout the District.

Walls – Repair/Cleaning

Represents estimated cost for repairs and maintenance of various walls throughout the District.

Fencing

Represents estimated cost for repairs and maintenance of various fences throughout the District.

Dog Station/Trash Removals

Represents the estimated costs of purchasing and maintaining dog stations and the associated trash removal.

Utilities:

Electric

Represents the estimated cost for electric utilities of the common areas within the District.

Water & Sewer

Represents the estimated cost for water & sewer utilities of the common areas within the District.

Streetlights

Represents the estimated cost for streetlights within the District.

Other:

Contingency

Expenditures that the District incurs that do not apply to already budgeted operating and maintenance items.

Capital Reserve Transfer

The District will fund an annual amount for future cost related to replacement and repair of capital assets of the District.

Wellness Ridge
Community Development District
Proposed Budget
Debt Service Fund Series 2023

Adopted Budget
Description	FY2026	Actuals Thru 4/30/26	Projected Next
5 Months	Projected Thru 9/30/26	Proposed Budget FY2027	

Revenues						
Assessments	$	527,362	$	506,050	$	21,312	$	527,362	$	526,136	
Prepayments	$	-	$	-	$	-	$	-	$	-	
Interest	$	11,568	$	10,952	$	5,476	$	16,428	$	8,214	
Carry Forward Surplus	$	234,255	$	235,387	$	-	$	235,387	$	247,129	
Total Revenues	$	773,184	$	752,388	$	26,788	$	779,176	$	781,479	

Expenditures						
Interest - 12/15	$	196,947	$	196,422	$	-	$	196,422	$	191,066	
Principal - 06/15	$	130,000	$	-	$	130,000	$	130,000	$	125,000	
Interest - 06/15	$	196,947	$	-	$	196,422	$	196,422	$	191,066	
Special Call - 6/15	$	-	$	-	$	-	$	-	$
.	-	
Total Expenditures	$	523,894	$	196,422	$	326,422	$	522,844	$	507,131	

Other Financing Sources/(Uses)							
Transfer In (Out)	$	-	$	(5,304)	$	(3,900)	$	(9,204)	$	-	
Total Other Financing Sources/(Uses)	$	-	$	(5,304)	$	(3,900)	$	(9,204)	$	-	
							
Excess Revenues/(Expenditures)	$	249,290	$	550,663	$	(303,534)	$	247,129	$	274,347	

Interest 12/15/27  $	188,303

Product	
Assessable Units	
Net Assessments	Net Assessment Per Unit	Gross Assessment Per Unit	
Townhome 22'	75	$	40,416	$	539	$	573	
Townhome 25'	48	$	29,393	$	612	$	651	
Single Family 32'	65	$	50,948	$	784	$	834	
Single Family 40'	130	$	127,370	$	980	$	1,042	
Single Family 50'	203	$	248,616	$	1,225	$	1,303	
Single Family 60'	20	$	29,393	$	1,470	$	1,563	
	541	$	526,136			

Wellness Ridge Community Development District Series 2023 Special Assessment Bonds
Amortization Schedule

DATE		BALANCE		PRINCIPAL		INTEREST		TOTAL	
									
12/15/26	$	7,360,000.00	$	-	$	191,065.63	$	509,787.50	
06/15/27	$	7,360,000.00	$	130,000.00	$	191,065.63	$	-	
12/15/27	$	7,230,000.00	$	-	$	188,303.13	$	509,368.75	
06/15/28	$	7,230,000.00	$	140,000.00	$	188,303.13	$	-	
12/15/28	$	7,090,000.00	$	-	$	185,328.13	$	513,631.25	
06/15/29	$	7,090,000.00	$	145,000.00	$	185,328.13	$	-	
12/15/29	$	6,945,000.00	$	-	$	182,246.88	$	512,575.00	
06/15/30	$	6,945,000.00	$	150,000.00	$	182,246.88	$	-	
12/15/30	$	6,795,000.00	$	-	$	179,059.38	$	511,306.25	
06/15/31	$	6,795,000.00	$	160,000.00	$	179,059.38	$	-	
12/15/31	$	6,635,000.00	$	-	$	174,959.38	$	514,018.75	
06/15/32	$	6,635,000.00	$	165,000.00	$	174,959.38	$	-	
12/15/32	$	6,470,000.00	$	-	$	170,731.25	$	510,690.63	
06/15/33	$	6,470,000.00	$	175,000.00	$	170,731.25	$	-	
12/15/33	$	6,295,000.00	$	-	$	166,246.88	$	511,978.13	
06/15/34	$	6,295,000.00	$	185,000.00	$	166,246.88	$	-	
12/15/34	$	6,470,000.00	$	-	$	161,506.25	$	512,753.13	
06/15/35	$	6,295,000.00	$	195,000.00	$	161,506.25	$	-	
12/15/35	$	6,295,000.00	$	-	$	156,509.38	$	513,015.63	
06/15/36	$	6,110,000.00	$	205,000.00	$	156,509.38	$	-	
12/15/36	$	6,110,000.00	$	-	$	151,256.25	$	512,765.63	
06/15/37	$	5,915,000.00	$	215,000.00	$	151,256.25	$	-	
12/15/37	$	5,915,000.00	$	-	$	145,746.88	$	512,003.13	
06/15/38	$	5,710,000.00	$	225,000.00	$	145,746.88	$	-	
12/15/38	$	5,710,000.00	$	-	$	139,981.25	$	510,728.13	
06/15/39	$	5,495,000.00	$	240,000.00	$	139,981.25	$	-	
12/15/39	$	5,495,000.00	$	-	$	133,831.25	$	513,812.50	
06/15/40	$	5,270,000.00	$	250,000.00	$	133,831.25	$	-	
12/15/40	$	5,270,000.00	$	-	$	127,425.00	$	511,256.25	
06/15/41	$	5,030,000.00	$	265,000.00	$	127,425.00	$	-	
12/15/41	$	5,030,000.00	$	-	$	120,634.38	$	513,059.38	
06/15/42	$	3,950,000.00	$	275,000.00	$	120,634.38	$	-	
12/15/42	$	3,950,000.00	$	-	$	113,587.50	$	509,221.88	
06/15/43	$	3,950,000.00	$	290,000.00	$	113,587.50	$	-	
12/15/43	$	3,950,000.00	$	-	$	106,156.25	$	509,743.75	
06/15/44	$	3,950,000.00	$	305,000.00	$	106,156.25	$	-	
12/15/44	$	3,645,000.00	$	-	$	97,959.38	$	509,115.63	
06/15/45	$	3,645,000.00	$	325,000.00	$	97,959.38	$	-	
12/15/45	$	3,320,000.00	$	-	$	89,225.00	$	512,184.38	
06/15/46	$	3,320,000.00	$	340,000.00	$	89,225.00	$	-	
12/15/46	$	2,980,000.00	$	-	$	80,087.50	$	509,312.50	
06/15/47	$	2,980,000.00	$	360,000.00	$	80,087.50	$	-	
12/15/47	$	2,620,000.00	$	-	$	70,412.50	$	510,500.00	
06/15/48	$	2,620,000.00	$	380,000.00	$	70,412.50	$	-	
12/15/48	$	2,240,000.00	$	-	$	60,200.00	$	510,612.50	
06/15/49	$	2,240,000.00	$	400,000.00	$	60,200.00	$	-	
12/15/49	$	1,840,000.00	$	-	$	49,450.00	$	509,650.00	
06/15/50	$	1,840,000.00	$	425,000.00	$	49,450.00	$	-	
12/15/50	$	1,415,000.00	$	-	$	38,028.13	$	512,478.13	
06/15/51	$	1,415,000.00	$	445,000.00	$	38,028.13	$	-	
12/15/51	$	970,000.00	$	-	$	26,068.75	$	509,096.88	
06/15/52	$	970,000.00	$	470,000.00	$	26,068.75	$	-	
12/15/52	$	500,000.00	$	-	$	13,437.50	$	509,506.25	
06/15/53	$	500,000.00	$	500,000.00	$	13,437.50	$	513,437.50	
			$	7,360,000.00	$	6,638,887.50	$	14,317,609.38	

Wellness Ridge
Community Development District
Proposed Budget
Debt Service Fund Series 2024

Description	Adopted Budget FY2026	Actuals Thru 4/30/26	Projected Next
5 Months	Projected Thru 9/30/26	Proposed Budget FY2027	

Revenues						
Assessments	$	485,750	$	467,205	$	18,545	$	485,750	$	485,750	
Interest	$	5,116	$	9,357	$	1,559	$	10,916	$	5,458	
Carry Forward Surplus	$	191,034	$	190,328	$	-	$	190,328	$	190,508	
Total Revenues	$	681,901	$	666,889	$	20,105	$	686,994	$	681,716	

Expenditures						
Interest - 12/15	$	186,575	$	186,575	$	-	$	186,575	$	184,131	
Principal - 06/15	$	115,000	$	-	$	115,000	$	115,000	$	115,000	
Interest - 06/15	$	186,575	$	-	$	186,575	$	186,575	$	184,131
.	
Total Expenditures	$	488,150	$	186,575	$	301,575	$	488,150	$	483,263	

Other Financing Sources/(Uses)						
Transfer In (Out)	$	-	$	(4,936)	$	(3,400)	$	(8,336)	$	-	
Total Other Financing Sources/(Uses)	$	-	$	(4,936)	$	(3,400)	$	(8,336)	$	-	
						
Excess Revenues/(Expenditures)	$	193,751	$	475,378	$	(284,870)	$	190,508	$	198,454	

Interest 12/15/27  $	181,688

Product	
Assessable Units	Maximum Annual Debt Service	Net Assessment Per Unit	Gross Assessment Per Unit	
Townhome 22'	66	$	42,681	$	647	$	688	
Townhome 25'	50	$	36,744	$	735	$	782	
Single Family 32'	77	$	72,429	$	941	$	1,001	
Single Family 40'	50	$	58,790	$	1,176	$	1,251	
Single Family 41'	19	$	22,899	$	1,205	$	1,282	
Single Family 50'	132	$	194,006	$	1,470	$	1,564	
Single Family 60'	33	$	58,202	$	1,764	$	1,876	
	427	$	485,750			

Wellness Ridge Community Development District Series 2024 Special Assessment Bonds
Amortization Schedule

DATE		BALANCE		PRINCIPAL		INTEREST		TOTAL	
									
12/15/26	$	7,300,000.00	$	-	$	184,131.25	$	485,706.25	
06/15/27	$	7,300,000.00	$	115,000.00	$	184,131.25	$	-	
12/15/27	$	7,185,000.00	$	-	$	181,687.50	$	480,818.75	
06/15/28	$	7,185,000.00	$	125,000.00	$	181,687.50	$	-	
12/15/28	$	7,060,000.00	$	-	$	179,031.25	$	485,718.75	
06/15/29	$	7,060,000.00	$	130,000.00	$	179,031.25	$	-	
12/15/29	$	6,930,000.00	$	-	$	176,268.75	$	485,300.00	
06/15/30	$	6,930,000.00	$	135,000.00	$	176,268.75	$	-	
12/15/30	$	6,795,000.00	$	-	$	173,400.00	$	484,668.75	
06/15/31	$	6,795,000.00	$	140,000.00	$	173,400.00	$	-	
12/15/31	$	6,655,000.00	$	-	$	170,425.00	$	483,825.00	
06/15/32	$	6,655,000.00	$	145,000.00	$	170,425.00	$	-	
12/15/32	$	6,510,000.00	$	-	$	166,800.00	$	482,225.00	
06/15/33	$	6,510,000.00	$	155,000.00	$	166,800.00	$	-	
12/15/33	$	6,355,000.00	$	-	$	162,925.00	$	484,725.00	
06/15/34	$	6,355,000.00	$	160,000.00	$	162,925.00	$	-	
12/15/34	$	6,510,000.00	$	-	$	158,925.00	$	481,850.00	
06/15/35	$	6,355,000.00	$	170,000.00	$	158,925.00	$	-	
12/15/35	$	6,355,000.00	$	-	$	154,675.00	$	483,600.00	
06/15/36	$	6,195,000.00	$	180,000.00	$	154,675.00	$	-	
12/15/36	$	6,195,000.00	$	-	$	150,175.00	$	484,850.00	
06/15/37	$	6,025,000.00	$	185,000.00	$	150,175.00	$	-	
12/15/37	$	6,025,000.00	$	-	$	145,550.00	$	480,725.00	
06/15/38	$	5,845,000.00	$	195,000.00	$	145,550.00	$	-	
12/15/38	$	5,845,000.00	$	-	$	140,675.00	$	481,225.00	
06/15/39	$	5,660,000.00	$	205,000.00	$	140,675.00	$	-	
12/15/39	$	5,660,000.00	$	-	$	135,550.00	$	481,225.00	
06/15/40	$	5,465,000.00	$	220,000.00	$	135,550.00	$	-	
12/15/40	$	5,465,000.00	$	-	$	130,050.00	$	485,600.00	
06/15/41	$	5,260,000.00	$	230,000.00	$	130,050.00	$	-	
12/15/41	$	5,260,000.00	$	-	$	124,300.00	$	484,350.00	
06/15/42	$	4,050,000.00	$	240,000.00	$	124,300.00	$	-	
12/15/42	$	4,050,000.00	$	-	$	118,300.00	$	482,600.00	
06/15/43	$	4,050,000.00	$	255,000.00	$	118,300.00	$	-	
12/15/43	$	4,050,000.00	$	-	$	111,925.00	$	485,225.00	
06/15/44	$	4,050,000.00	$	265,000.00	$	111,925.00	$	-	
12/15/44	$	4,050,000.00	$	-	$	105,300.00	$	482,225.00	
06/15/45	$	4,050,000.00	$	280,000.00	$	105,300.00	$	-	
12/15/45	$	3,770,000.00	$	-	$	98,020.00	$	483,320.00	
06/15/46	$	3,770,000.00	$	295,000.00	$	98,020.00	$	-	
12/15/46	$	3,475,000.00	$	-	$	90,350.00	$	483,370.00	
06/15/47	$	3,475,000.00	$	310,000.00	$	90,350.00	$	-	
12/15/47	$	3,165,000.00	$	-	$	82,290.00	$	482,640.00	
06/15/48	$	3,165,000.00	$	325,000.00	$	82,290.00	$	-	
12/15/48	$	2,840,000.00	$	-	$	73,840.00	$	481,130.00	
06/15/49	$	2,840,000.00	$	345,000.00	$	73,840.00	$	-	
12/15/49	$	2,495,000.00	$	-	$	64,870.00	$	483,710.00	
06/15/50	$	2,495,000.00	$	365,000.00	$	64,870.00	$	-	
12/15/50	$	2,130,000.00	$	-	$	55,380.00	$	485,250.00	
06/15/51	$	2,130,000.00	$	385,000.00	$	55,380.00	$	-	
12/15/51	$	1,745,000.00	$	-	$	45,370.00	$	485,750.00	
06/15/52	$	1,745,000.00	$	405,000.00	$	45,370.00	$	-	
12/15/52	$	1,340,000.00	$	-	$	34,840.00	$	485,210.00	
06/15/53	$	1,340,000.00	$	425,000.00	$	34,840.00	$	-	
12/15/53	$	915,000.00	$	-	$	23,790.00	$	483,630.00	
06/15/54	$	915,000.00	$	445,000.00	$	23,790.00	$	-	
12/15/54	$	470,000.00	$	-	$	12,220.00	$	481,010.00	
06/15/55	$	470,000.00	$	470,000.00	$	12,220.00	$	482,220.00	
			$	7,300,000.00	$	6,902,127.50	$	14,503,702.50	

Wellness Ridge
Community Development District
Proposed Budget
Debt Service Fund Series 2026

Description	Adopted Budget FY2026	Actuals Thru 4/30/26	Projected Next
5 Months	Projected Thru 9/30/26	Proposed Budget FY2027	

Revenues						
Assessments Interest
Carry Forward Surplus	$	-	$
$	-	$
$	-	$	- 371
-	$	266,510
$	928
$	-	$	266,510
$	1,299
$	-	$	682,570
$	649
$	267,132	
Total Revenues	$	-	$	371	$	267,438	$	267,809	$	950,351	

Expenditures						

Interest - 12/15	
$	
-	
$	
-	
$	
-	
$	
-	
$	
266,510	
Principal - 06/15	$	-	$	-	$	-	$	-	$	150,000	
Interest - 06/15	$	-	$	-	$	127,333	$	127,333	$
.	266,510	
Total Expenditures	$	-	$	-	$	127,333	$	127,333	$	683,020	

Other Financing Sources/(Uses)						
Bond Proceeds Transfer In (Out)	$	-	$	297,975
$	-	$	(212)	$	-
$	(464)	$	297,975
$	(676)	$
$	-
-	
Total Other Financing Sources/(Uses)	$	-	$	297,763	$	(464)	$	297,299	$	-	
						
Excess Revenues/(Expenditures)	$	-	$	298,134	$	139,641	$	437,775	$	267,331	

Interest 12/15/27  $	263,510

Product	
Assessable Units	Maximum Annual Debt Service	Net Assessment Per Unit	Gross Assessment Per Unit	
Townhome 22'	201	$	130,005	$	647	$	688	
Single Family 32'	78	$	73,381	$	941	$	1,001	
Single Family 40'	62	$	72,911	$	1,176	$	1,251	
Single Family 41'	89	$	107,279	$	1,205	$	1,282	
Single Family 50'	159	$	233,727	$	1,470	$	1,564	
Single Family 60'	37	$	65,267	$	1,764	$	1,877	
	626	$	682,570			

Wellness Ridge Community Development District Series 2026 Special Assessment Bonds
Amortization Schedule

DATE		BALANCE		PRINCIPAL		INTEREST		TOTAL	
									
12/15/26	$	10,030,000.00	$	-	$	266,510.00	$	393,842.56	
06/15/27	$	10,030,000.00	$	150,000.00	$	266,510.00	$	-	
12/15/27	$	9,880,000.00	$	-	$	263,510.00	$	680,020.00	
06/15/28	$	9,880,000.00	$	155,000.00	$	263,510.00	$	-	
12/15/28	$	9,725,000.00	$	-	$	260,410.00	$	678,920.00	
06/15/29	$	9,725,000.00	$	165,000.00	$	260,410.00	$	-	
12/15/29	$	9,560,000.00	$	-	$	257,110.00	$	682,520.00	
06/15/30	$	9,560,000.00	$	170,000.00	$	257,110.00	$	-	
12/15/30	$	9,390,000.00	$	-	$	253,710.00	$	680,820.00	
06/15/31	$	9,390,000.00	$	175,000.00	$	253,710.00	$	-	
12/15/31	$	9,215,000.00	$	-	$	250,210.00	$	678,920.00	
06/15/32	$	8,840,000.00	$	185,000.00	$	250,210.00	$	-	
12/15/32	$	8,840,000.00	$	-	$	246,510.00	$	681,720.00	
06/15/33	$	8,840,000.00	$	190,000.00	$	246,510.00	$	-	
12/15/33	$	8,840,000.00	$	-	$	242,710.00	$	679,220.00	
06/15/34	$	8,840,000.00	$	200,000.00	$	242,710.00	$	-	
12/15/34	$	8,840,000.00	$	-	$	237,410.00	$	680,120.00	
06/15/35	$	8,840,000.00	$	210,000.00	$	237,410.00	$	-	
12/15/35	$	8,840,000.00	$	-	$	231,845.00	$	679,255.00	
06/15/36	$	8,640,000.00	$	220,000.00	$	231,845.00	$	-	
12/15/36	$	8,640,000.00	$	-	$	226,015.00	$	677,860.00	
06/15/37	$	8,430,000.00	$	235,000.00	$	226,015.00	$	-	
12/15/37	$	8,430,000.00	$	-	$	219,787.50	$	680,802.50	
06/15/38	$	8,210,000.00	$	245,000.00	$	219,787.50	$	-	
12/15/38	$	8,210,000.00	$	-	$	213,295.00	$	678,082.50	
06/15/39	$	7,975,000.00	$	260,000.00	$	213,295.00	$	-	
12/15/39	$	7,975,000.00	$	-	$	206,405.00	$	679,700.00	
06/15/40	$	7,730,000.00	$	275,000.00	$	206,405.00	$	-	
12/15/40	$	7,730,000.00	$	-	$	199,117.50	$	680,522.50	
06/15/41	$	7,470,000.00	$	290,000.00	$	199,117.50	$	-	
12/15/41	$	7,470,000.00	$	-	$	191,432.50	$	680,550.00	
06/15/42	$	5,200,000.00	$	305,000.00	$	191,432.50	$	-	
12/15/42	$	5,200,000.00	$	-	$	183,350.00	$	679,782.50	
06/15/43	$	5,200,000.00	$	320,000.00	$	183,350.00	$	-	
12/15/43	$	5,200,000.00	$	-	$	174,870.00	$	678,220.00	
06/15/44	$	5,200,000.00	$	340,000.00	$	174,870.00	$	-	
12/15/44	$	5,200,000.00	$	-	$	165,860.00	$	680,730.00	
06/15/45	$	5,200,000.00	$	360,000.00	$	165,860.00	$	-	
12/15/45	$	5,200,000.00	$	-	$	156,320.00	$	682,180.00	
06/15/46	$	5,200,000.00	$	380,000.00	$	156,320.00	$	-	
12/15/46	$	5,200,000.00	$	-	$	146,250.00	$	682,570.00	
06/15/47	$	5,200,000.00	$	400,000.00	$	146,250.00	$	-	
12/15/47	$	4,800,000.00	$	-	$	135,000.00	$	681,250.00	
06/15/48	$	4,800,000.00	$	420,000.00	$	135,000.00	$	-	
12/15/48	$	4,380,000.00	$	-	$	123,187.50	$	678,187.50	
06/15/49	$	4,380,000.00	$	445,000.00	$	123,187.50	$	-	
12/15/49	$	3,935,000.00	$	-	$	110,671.88	$	678,859.38	
06/15/50	$	3,935,000.00	$	470,000.00	$	110,671.88	$	-	
12/15/50	$	3,465,000.00	$	-	$	97,453.13	$	678,125.00	
06/15/51	$	3,465,000.00	$	500,000.00	$	97,453.13	$	-	
12/15/51	$	2,965,000.00	$	-	$	83,390.63	$	680,843.75	
06/15/52	$	2,965,000.00	$	530,000.00	$	83,390.63	$	-	
12/15/52	$	2,435,000.00	$	-	$	68,484.38	$	681,875.00	
06/15/53	$	2,435,000.00	$	560,000.00	$	68,484.38	$	-	
12/15/53	$	1,875,000.00	$	-	$	52,734.38	$	681,218.75	
06/15/54	$	1,875,000.00	$	590,000.00	$	52,734.38	$	-	
12/15/54	$	1,285,000.00	$	-	$	36,140.63	$	678,875.00	
06/15/55	$	1,285,000.00	$	625,000.00	$	36,140.63	$	-	
12/15/55	$	660,000.00	$	-	$	18,562.50	$	679,703.13	
06/15/56	$	660,000.00	$	660,000.00	$	18,562.50	$	678,562.50	
			$	10,030,000.00	$	10,636,525.00	$	20,793,857.56	

Section VI

Arbitrage Rebate Computation Proposal For
Wellness Ridge Community Development District
(Lake County, Florida)
$10,030,000
Special Assessment Bonds, Series 2026 (Assessment Area Three)

April 27, 2026

Wellness Ridge Community Development District c/o Ms. Katie Costa
Director of Operations – Accounting Division Government Management Services – CF, LLC 6200 Lee Vista Boulevard, Suite 300
Orlando, FL 32822

Re:	$10,030,000 Wellness Ridge Community Development District (Lake County, Florida), Special Assessment Bonds, Series 2026 (Assessment Area Three)

Dear Ms. Costa:

AMTEC is an independent consulting firm that specializes in arbitrage rebate calculations. We have the ability to complete rebate computations for the above-referenced Wellness Ridge Community Development District (the “District”) Series 2026 (Assessment Area Three) bond issue (the “Bonds”). We do not sell investments or seek an underwriting role. As a result of our specialization, we offer very competitive pricing for rebate computations. Our typical fee averages less than $1,000 per year, per issue and includes up to five years of annual rebate liability reporting.
Firm History

AMTEC was incorporated in 1990 and maintains a prominent client base of colleges and universities, school districts, hospitals, cities, state agencies and small-town bond issuers throughout the United States. We currently compute rebate for more than 7,800 bond issues and have delivered thousands of rebate reports. The IRS has never challenged our findings.

Southeast Client Base
We provide arbitrage rebate services to over 500 bond issues aggregating more than $15 billion of tax-exempt debt in the southeastern United States. We have recently performed computations for the Magnolia West, East Park, Palm Coast Park, Windward and Town Center at Palm Coast Park Community Development Districts. Additionally, we are exclusive rebate consultant to Broward County and the Town of Palm Beach in Florida. Nationally, we are rebate consultants for the City of Tulsa (OK), the City of Lubbock (TX) and the States of Connecticut, Montana, Mississippi, West Virginia, Vermont and Alaska.

We have prepared a Proposal for the computation of arbitrage for the District’s Bonds. We have established a "bond year end" of March 19th, based upon the anniversary of the closing date of the Bonds in March 2026.

Proposal

We are proposing rebate computation services based on the following:

$10,030,000 Series 2026 (Assessment Area Three) Bonds
Fixed Rate Debt
Acquisition & Construction, Debt Service Reserve, Capitalized Interest, Cost of Issuance & Debt Service Accounts.

Should the Tax Agreement require rebate computations for any other accounts, computations will be extended to include those accounts at no additional cost to the District.

Our guaranteed fee for rebate computations for the Series 2026 (Assessment Area Three) Bonds is $450 per year and will encompass all activity from March 19, 2026, the date of the closing, through March 19, 2031, the end of the 5th Bond Year and initial Computation Date. The fee is based upon the size as well as the complexity. Our fee is payable upon your acceptance of our rebate reports, which will be delivered shortly after the report dates specified in the following table.

AMTEC's Professional Fee – $10,030,000 Series 2026 (Assessment Area Three) Bonds

Report Date	Type of Report	Period Covered	Fee	
March 31, 2027	Rebate and Opinion	Closing – March 31, 2027	$ 450	
March 31, 2028	Rebate and Opinion	Closing – March 31, 2028	$ 450	
March 31, 2029	Rebate and Opinion	Closing – March 31, 2029	$ 450	
March 31, 2030	Rebate and Opinion	Closing – March 31, 2030	$ 450	
March 19, 2031	Rebate and Opinion	Closing – March 19, 2031	$ 450	
In order to begin, we are requesting copies of the following documentation:

Arbitrage Certificate or Tax Regulatory Agreement
IRS Form 8038-G
Closing Memorandum
US Bank statements for all accounts from March 19, 2026, the date of the closing, through each report date

AMTEC's Scope of Services

Our standard engagement includes the following services:
Review of all bond documents and account statements for possible rebate exceptions;
Computation of the rebate liability and/or the yield restricted amount, in accordance with Section 148 of the Internal Revenue Code, commencing with the date of the closing through required reporting date of the Bonds;
Independent calculation of the yield on the Bonds to ensure the correct basis for any rebate liability. This effort provides the basis for our unqualified opinion;
Reconciliation of the sources and uses of funds from the bond documentation;

Calculation and analysis of the yield on all investments, subject to the Regulations, for each computation period;
Production of rebate reports, indicating the above stated information, and the issuance of the AMTEC Opinion;
Recommendations for proactive rebate management;
Commingled funds, transferred proceeds and yield restriction analyses, if necessary;
Preparation of IRS Form 8038-T and any accompanying documentation, should a rebate payment be required;
We will discuss the results of our Reports with you, your auditors, and our continued support in the event of an IRS inquiry; and
We guarantee the completeness and accuracy of our work.

The District agrees to furnish AMTEC with the required documentation necessary to fulfill its obligation under the scope of services. The District will make available staff knowledgeable about the bond transactions, investments and disbursements of bond proceeds.

The District agrees to pay AMTEC its fee after it has been satisfied that the scope of services, as outlined under the Proposal, has been fulfilled. AMTEC agrees that its fee is all-inclusive and that it will not charge the District for any expenses connected with this engagement.

The parties have executed this Agreement on 	, 2026.

Wellness Ridge
Community Development District

Consultant: American Municipal Tax-Exempt Compliance Corporation

By:	By:	Michael J. Scarfo
Senior Vice President

Section VII

EXHIBIT C FORMS OF REQUISITIONS
WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT SPECIAL ASSESSMENT BONDS, SERIES 2024
(ASSESSMENT AREA TWO)

(Acquisition and Construction)

The undersigned, a Responsible Officer of the Wellness Ridge Community Development District (the “District”) hereby submits the following requisition for disbursement under and pursuant to the terms of the Master Trust Indenture between the District and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), dated as of March 1, 2023, as supplemented by that certain Second Supplemental Trust Indenture dated as of December 1, 2024 (collectively, the “Indenture”) (all capitalized terms used herein shall have the meaning ascribed to such term in the Indenture):
Requisition Number: 18
Identify Acquisition Agreement, if applicable;
Name of Payee: Latham, Luna, Eden & Beaudine, LLP
Amount Payable: $306.50
Purpose for which paid or incurred (refer also to specific contract if amount is due and payable pursuant to a contract involving progress payments): Invoice # 1502320- Conveyance/Requisitions for Feb 2026
Fund or Account and subaccount, if any, from which disbursement to be made:
Series 2024 Acquisition and Construction Account of the Acquisition and Construction Fund.
The undersigned hereby certifies that:
obligations in the stated amount set forth above have been incurred by the District,
each disbursement set forth above is a proper charge against the Series 2024 Acquisition and Construction Account;
each disbursement set forth above was incurred in connection with the Cost of the Assessment Area Two Project; and
each disbursement represents a Cost of Assessment Area Two Project which has not previously been paid.

The undersigned hereby further certifies that there has not been filed with or served upon the District notice of any lien, right to lien, or attachment upon, or claim affecting the right to receive payment of, any of the moneys payable to the Payee set forth above, which has not been released or will not be released simultaneously with the payment hereof.
The undersigned hereby further certifies that such requisition contains no item representing payment on account of any retained percentage which the District is at the date of such certificate entitled to retain.
Originals or copies of the invoice(s) from the vendor of the property acquired or the services rendered with respect to which disbursement is hereby requested are on file with the District.

WELLNE DEVELO

By:
Re
Date:	�J-q -;_¥'
l

CONSULTING ENGINEER'S APPROVAL FOR NON-COST OF ISSUANCE REQUESTS ONLY
The undersigned Consulting Engineer hereby certifies that this disbursement is for the Cost of the Assessment Area Two Project and is consistent with: (i) the Acquisition Agreement; and (ii) the report of the Consulting Engineer, as such report shall have been amended or modified.

4/22/2026

Cofnsultfing Elngineer

C-2

201 S. ORANGE AVE, STE 1400 POST OFFICE BOX 3353 ORLANDO, FLORIDA 32802

March 10, 2026

Wellness Ridge CDD
219 East Livingston Street Orlando, FL 32801

Invoice #:	150230
Federal ID #:59-3366512

Matter ID: 10080-004	Conveyances/Requisitions
For Professional Services Rendered:

2/27/2026	RJP	Preparation and review of draft conveyance documents and resolutions for	1.10	$247.50	

2/27/2026	
JEL	turnover of phase 3.
Work on Phase 3 conveyance documents	
0.20	
$59.00	
Total Professional Services:	1.30	$306.50

Total	$306.50	
Previous Balance	$0.00	

Payments & Credits

Date	Type	Notes		Amount	
1/30/2026	Payment			-$3,096.50	
	Payments & Credits	$3,096.50	
	Transfers	$3,096.50	
	Total Due	$306.50	

EXHIBIT C FORMS OF REQUISITIONS
WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT SPECIAL ASSESSMENT BONDS, SERIES 2024
(ASSESSMENT AREA TWO)

(Acquisition and Construction)

The undersigned, a Responsible Officer of the Wellness Ridge Community Development District (the “District”) hereby submits the following requisition for disbursement under and pursuant to the terms of the Master Trust Indenture between the District and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), dated as of March 1, 2023, as supplemented by that certain Second Supplemental Trust Indenture dated as of December 1, 2024 (collectively, the “Indenture”) (all capitalized terms used herein shall have the meaning ascribed to such term in the Indenture):
Requisition Number: 19
Identify Acquisition Agreement, if applicable;
Name of Payee: TraceAir Technologies Inc.
Amount Payable: $7,658.00
Purpose for which paid or incurred (refer also to specific contract if amount is due and payable pursuant to a contract involving progress payments): Invoice # 31340 & 28906 - Gold Scan for December 2025 & March 2026
Fund or Account and subaccount, if any, from which disbursement to be made:
Series 2024 Acquisition and Construction Account of the Acquisition and Construction Fund.
The undersigned hereby certifies that:
obligations in the stated amount set forth above have been incurred by the District,
each disbursement set forth above is a proper charge against the Series 2024 Acquisition and Construction Account;
each disbursement set forth above was incurred in connection with the Cost of the Assessment Area Two Project; and
each disbursement represents a Cost of Assessment Area Two Project which has not previously been paid.

The undersigned hereby further certifies that there has not been filed with or served upon the District notice of any lien, right to lien, or attachment upon, or claim affecting the right to receive payment of, any of the moneys payable to the Payee set forth above, which has not been released or will not be released simultaneously with the payment hereof.
The undersigned hereby further certifies that such requisition contains no item representing payment on account of any retained percentage which the District is at the date of such certificate entitled to retain.
Originals or copies of the invoice(s) from the vendor of the property acquired or the services rendered with respect to which disbursement is hereby requested are on file with the District.

WELLNESS RIDGE C DEVELOP	N DI

By:
R
Date:	�212(,
I

CONSULTING ENGINEER'S APPROVAL FOR NON-COST OF ISSUANCE REQUESTS ONLY
The undersigned Consulting Engineer hereby certifies that this disbursement is for the Cost of the Assessment Area Two Project and is consistent with: (i) the Acquisition Agreement; and (ii) the report of the Consulting Engineer, as such report shall have been amended or modified.

4/22/2026
�	
Consulting Engineer

C-2

INVOICE
TraceAir Technologies, Inc
1700 Westlake Ave N Ste 200 PMB 2001
Seattle, WA 98109

billing@traceair.net

+1 (206) 437-4290
traceair.net

Lennar Homes:Governmental Management Services - Central Florida, LLC
Bill to
Governmental Management Services - Central Florida, LLC
219 East Livingston St
Orlando, FL 32801 USA

Invoice details
Invoice no.: 28906
Terms: Net 30
Invoice date: 12/31/2025 Due date: 01/30/2026

Project: Wellness Ridge

#	Date	Product or service	Description	Qty	Rate	Amount	
1.		Gold Scan	12/3/2025, 12/17/2025, 12/31/2025	3	$1,920.00	$5,760.00	
			
Total			$5,760.00	

TraceAir Technologies, Inc
1700 Westlake Ave N Ste 200 PMB 2001
Seattle, WA 98109 billing@traceair.net

INVOICE

BILL TO
Wellness Ridge CDD
6675 Westwood Boulevard 5th Floor
Orlando, FL 32821 USA

SHIP TO
Wellness Ridge CDD
6675 Westwood Boulevard 5th Floor
Orlando, FL 32821 USA

INVOICE # 31340
DATE 03/31/2026
DUE DATE 04/30/2026
TERMS Net 30

PROJECT
Wellness Ridge

PRODUCT/SERVICE	DESCRIPTION	QTY	RATE	AMOUNT	
Services:Gold Scan	3/11/2026, 3/25/2026	2	949.00	1,898.00	

BALANCE DUE	$1,898.00

IF YOU PAY BY CHECK, PLEASE NOTE OUR NEW REMITTANCE ADDRESS BELOW: PO Box 67534
Newark, NJ 07101-8009

ACH PAYMENTS ARE PREFERRED - PLEASE SEND REMITTANCE ADVICE TO BILLING@TRACEAIR.NET

Section VIII

Section C

Section 1

Wellness Ridge Community Development District

Summary of Check Register

	April 12, 2026 to May 16, 2026		
	Fund	Date	Check No.'s		Amount	

General Fund		

4/13/26	

14	

$	

22,872.00	
		4/21/26	15-16	$	9,968.92	
		4/27/26	17	$	79.16	
		5/5/26	18	$	27,270.00	
		5/14/26	19	$	11,704.05	
		Autodrafts	 $	2,547.79 	

Payroll	

	Supervisor Fees - April 2026			$	74,441.92	
	Adam Morgan	50130	$	184.70	
	Patrick Bonin	50131	$	184.70	
	Christopher Forbes	50132	$	184.70	
	Carrie Dazzo	50133	$	184.70	
	Michelle Dudley	50134	 $	184.70 	
			$	923.50	
		Total Amount	$	75,365.42	

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	5/19/26	PAGE	1
*** CHECK DATES 04/12/2026 - 05/16/2026 ***	WELLNESS RIDGE GENERAL FUND
BANK B GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
4/13/26 00010	4/06/26 F0000001 202604 320-53800-43100	*	6,505.00 PH1A STREETLIGHTS APR 26
4/06/26 F0000001 202604 320-53800-43100	*	5,185.00 PH1B STREETLIGHTS APR 26
4/06/26 F0000001 202604 320-53800-43100	*	6,733.00 PH2 STREETLIGHTS APR 26
4/06/26 F0000001 202604 320-53800-43100	*	4,176.00 PH3 STREETLIGHTS APR 26
4/06/26 F0000001 202604 320-53800-43100	*	273.00
SECO METER APR 26
DUKE ENERGY	22,872.00 000014
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/21/26 00001	4/01/26 82	202604 320-53800-34000	*	1,351.92
FIELD MANAGEMENT APR 26
4/01/26 83	202604 310-51300-34000	*	3,647.92
MANAGEMENT FEES APR 26
4/01/26 83	202604 310-51300-35200	*	108.17
WEBSITE ADMIN APR 26
4/01/26 83	202604 310-51300-35100	*	162.25
INFORMATION TECH APR 26
4/01/26 83	202604 310-51300-31300	*	615.83
DISSEMINATION SVC APR 26
4/01/26 83	202604 310-51300-51000	*	.45
OFFICE SUPPLIES
4/01/26 83	202604 310-51300-42000	*	11.10
POSTAGE
4/01/26 83	202604 310-51300-42500	*	8.10
COPIES
GOVERNMENTAL MANAGEMENT SERVICES-CF	5,905.74 000015
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/21/26 00005	4/13/26 151515	202603 310-51300-31500	*	4,063.18
GENERAL COUNSEL MAR 26
LATHAM, LUNA, EDEN & BEAUDINE, LLP	4,063.18 000016
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/27/26 00013	4/21/26 A0254308 202604 310-51300-49000	*	79.16
ROOM RENTAL 4/22/26
LAKE SUMTER STATE COLLEGE	79.16 000017
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/05/26 00008	5/01/26 18959	202605 320-53800-46200	*	18,970.00
LANDSCAPE MAINT MAY 26
5/01/26 18959	202605 320-53800-46400	*	300.00
DOG/TRASH REMOVAL MAY 26
5/01/26 18959	202605 320-53800-46201	*	8,000.00
WELLNESS WAY BLVD MAY 26
FRANK POLLY SOD, INC	27,270.00 000018
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WELL WELLNESS RIDGE TPARK

AP300R
*** CHECK DATES	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER
BANK B GENERAL FUND		RUN	5/19/26	PAGE	2	
CHECK	VEND# DATE	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS		AMOUNT	....CHECK.....
AMOUNT	#	
5/14/26 00005	4/13/26 151518	202603 310-51300-49100	*		11,704.05	

- - - - - - - -	BOUNDARY AMENDMENT MAR 26
LATHAM, LUNA, EDEN & BEAUDINE, LLP
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	
-	11,704.05 000019
- - - - - - - - - - - - - - -	
	TOTAL FOR BANK B		71,894.13	

04/12/2026 - 05/16/2026 ***	WELLNESS RIDGE GENERAL FUND

WELL WELLNESS RIDGE TPARK

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	5/19/26	PAGE	3
*** CHECK DATES 04/12/2026 - 05/16/2026 ***	WELLNESS RIDGE GENERAL FUND
BANK Z GENERAL FUND AUTOPAY
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
4/13/26 00018	4/11/26 6435-03. 202603 320-53800-43200	*	12.23
2944 PROSPERITY WAY MAR26
CITY OF CLERMONT	12.23 080089
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/13/26 00018	4/11/26 6769-03. 202603 320-53800-43200	*	10.49
5671 VINYASA RD MAR 26
CITY OF CLERMONT	10.49 080090
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/13/26 00018	4/11/26 6867-03. 202603 320-53800-43200	*	10.79
6060 SHAVASANA RD MAR 26

-	-	-	-	-	-	-	-	-	-	-	-	-	-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

- - - - - - - -	
-	
-	
-	
-	
-	
-	

CITY OF CLERMONT	10.79 080091
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 1302-03. 202603 320-53800-43000	*	294.00
2961 FITNESS ST MAR 26
SECO ENERGY	294.00 080092
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 1402-03. 202603 320-53800-43100	*	252.00
2531 RUNNERS CIR MAR 26
SECO ENERGY	252.00 080093
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 1902-03. 202603 320-53800-43100	*	281.00
5811 CHAKRA LANE MAR 26
SECO ENERGY	281.00 080094
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 3301-03. 202603 320-53800-43000	*	75.00
2771 WELLNESS WAY MAR 26
SECO ENERGY	75.00 080095
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 3302-03. 202603 320-53800-43100	*	206.00
6243 SHAVANASA RD MAR 26
SECO ENERGY	206.00 080096
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 5501-03. 202603 320-53800-43000	*	450.41
2686 JUMPING JACK W MAR26
SECO ENERGY	450.41 080097
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 6101-03. 202603 320-53800-43000	*	478.87
5755 MEDITATION DR MAR 26
SECO ENERGY	478.87 080098
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 6201-03. 202603 320-53800-43000	*	77.93
6060 SHAVASANA RD MAR 26
SECO ENERGY	77.93 080099
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/13/26 00023	3/31/26 6601-03. 202603 320-53800-43000	*	66.77
3031 WELLNESS WAY MAR 26
SECO ENERGY	66.77 080100

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WELL WELLNESS RIDGE TPARK

- - - - - - - - - - - - - - - - - - - -

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	5/19/26	PAGE	4
*** CHECK DATES 04/12/2026 - 05/16/2026 ***	WELLNESS RIDGE GENERAL FUND

CHECK	VEND# DATE	.....INVOICE..... ...EXPENSED TO...		VENDOR DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS	NAME		STATUS		AMOUNT	....CHECK..... AMOUNT	#	
4/13/26 00023	3/31/26 7001-03. 202603 320-53800-43000
SECO ENERGY			*		77.97	
77.97 080101	
- - - - - - - - 4/13/26 00023	- - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/31/26 7702-03. 202603 320-53800-43000
SECO ENERGY	- - -	- - - - -	- - - -
*	- - - - - -	- - - - -	- - - - - - -

220.91 080102	
- - - - - - - - 4/23/26 00018	- - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/11/26 37431-03 202603 320-53800-43200
CITY OF CLERMONT	- - -	- - - - -	- - - -
*	- - - - - -	- - - - -	- - - - - - -

33.42 080103	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - -	- - - - -	- - - -	- - - - - -	- - - - -	- - - - - - -	

BANK Z GENERAL FUND AUTOPAY

3078 NAMASTE DR MAR 26

5792 MEDITATION DR MAR 26

220.91

6067 BALANCE WAY MAR 26

33.42

TOTAL FOR BANK Z	2,547.79
TOTAL FOR REGISTER	74,441.92

WELL WELLNESS RIDGE TPARK

Section 2

Wellness Ridge
Community Development District

Unaudited Financial Reporting
April 30, 2026

Table of Contents

1

2-3

4

5

6

7

8

9

10-11

12

13

	Balance Sheet

	General Fund

	Debt Service Fund Series 2023

	Debt Service Fund Series 2024

	Debt Service Fund Series 2026

	Capital Projects Fund Series 2023

	Capital Projects Fund Series 2024

	Capital Projects Fund Series 2026

	Month to Month

	Long Term Debt Report

	Assessment Receipt Schedule

Combined Balance Sheet April 30, 2026

	General		Debt Service		Capital Projects		Total	
	Fund		Fund		Fund	Governmental Funds	
Assets:									
Cash:									
Operating Account	$	341,519	$	-	$	-	$	341,519	
State Board of Administration	$	956,997	$	-	$	-	$	956,997	
Due from Developer	$	6,221	$	-	$	-	$	6,221	
Due from General Fund	$	-	$	34,785	$	-	$	34,785	
Due from MSTU	$	42,000	$	-	$	-	$	42,000	
Due from Other	$	20,231	$	-	$	-	$	20,231	
Investments:									
Series 2023									
Reserve	$	-	$	260,678	$	-	$	260,678	
Revenue	$	-	$	531,927	$	-	$	531,927	
Prepayment	$	-	$	650	$	-	$	650	
Construction/Acquistion	$	-	$	-	$	17,782	$	17,782	
Series 2024									
Reserve	$	-	$	242,875	$	-	$	242,875	
Revenue	$	-	$	458,680	$	-	$	458,680	
Construction/Acquistion	$	-	$	-	$	3,646	$	3,646	
Series 2026									
Reserve	$	-	$	170,643	$	-	$	170,643	
Revenue	$	-	$	159	$	-	$	159	
Interest	$	-	$	127,333	$	-	$	127,333	
Construction/Acquistion	$	-	$	-	$	9,324,463	$	9,324,463	
Cost of Issuance	$	-	$	-	$	5,731	$	5,731	
Prepaid Expenses	$	1,062	$	-	$	-	$	1,062	
Total Assets	$	1,368,029	$	1,827,728	$	9,351,623	$	12,547,380	
Liabilities:									
Accounts Payable	$	20,515	$	-	$	-	$	20,515	
Due to Debt Service	$	16,736	$	-	$	-	$	16,736	
Total Liabilites	$	37,250	$	-	$	-	$	37,250	

Fund Balance:									
Nonspendable:									
Deposits and Prepaid Items	$	1,062	$	-	$	-	$	1,062	
Restricted:									
Debt Service Series 2023	$	-	$	811,341	$	-	$	811,341	
Debt Service Series 2024	$	-	$	718,253	$	-	$	718,253	
Debt Service Series 2026	$	-	$	298,134			$	298,134	
Capital Projects Series 2023	$	-	$	-	$	17,782	$	17,782	
Capital Projects Series 2024	$	-	$	-	$	3,646	$	3,646	
Capital Projects Series 2026	$	-	$	-	$	9,330,194	$	9,330,194	
Unassigned	$	1,329,717	$	-	$	-	$	1,329,717	
Total Fund Balances	$	1,330,779	$	1,827,728	$	9,351,623	$	12,510,130	
									
Total Liabilities & Fund Balance	$	1,368,029	$	1,827,728	$	9,351,623	$	12,547,380	

Amended	Prorated Budget	Actual	
Budget	Thru 04/30/26	Thru 04/30/26	Variance	

Revenues:		
Assessments - On Roll	$	824,260	$	824,260	$	792,790	$	(31,470)	
Assessments - Direct Bill	$	504,130	$	378,097	$	378,097	$	-	
Boundary Amendment Contributions	$	-	$	-	$	21,851	$	21,851	
Intergovernmental Revenues - MSTU	$	169,600	$	98,933	$	42,000	$	(56,933)	
Interest	$	-	$	-	$	11,000	$	11,000	
Miscellaneous Revenue	$	-	$	-	$	15,312	$	15,312	
Total Revenues:	$	1,497,989	$	1,301,290	$	1,261,050	$	(40,240)	

Expenditures:					
General & Administrative:					
Supervisor Fees	$	12,000	$	7,000	$	3,600	$	3,400	
FICA Expenditures	$	918	$	536	$	275	$	260	
Engineering	$	15,000	$	8,750	$	-	$	8,750	
Attorney	$	25,000	$	14,583	$	16,172	$	(1,589)	
Annual Audit	$	6,500	$	6,500	$	6,500	$	-	
Assessment Administration	$	5,408	$	5,408	$	5,408	$	(1)	
Arbitrage	$	1,350	$	450	$	450	$	-	
Dissemination	$	9,724	$	5,672	$	4,311	$	1,361	
Disclosure Software	$	5,000	$	5,000	$	2,125	$	2,875	
Trustee Fees	$	13,500	$	5,662	$	5,662	$	-	
Management Fees	$	43,775	$	25,535	$	25,535	$	(0)	
Information Technology	$	1,947	$	1,136	$	1,136	$	(0)	
Website Maintenance	$	1,298	$	757	$	757	$	(0)	
Telephone	$	300	$	175	$	-	$	175	
Postage	$	1,000	$	583	$	53	$	530	
Insurance	$	5,898	$	5,898	$	5,898	$	-	
Printing & Binding	$	1,000	$	583	$	86	$	497	
Legal Advertising	$	10,000	$	5,833	$	-	$	5,833	
Other Current Charges	$	4,250	$	2,479	$	1,110	$	1,369	
Boundary Amendment Expenses	$	-	$	-	$	22,227	$	(22,227)	
Office Supplies	$	625	$	365	$	2	$	362	
Travel Per Diem	$	660	$	385	$	-	$	385	
Dues, Licenses & Subscriptions	$	175	$	175	$	175	$	-	
Total Administrative:	$	165,327	$	103,465	$	101,483	$	1,981	

Amended	Prorated Budget	Actual	
Budget	Thru 04/30/26	Thru 04/30/26	Variance	

Operations & Maintenance		
Contract Services
Property Insurance	

$	15,000	

$	15,000	

$	12,137	

$	2,863	
Field Management	$	16,223	$	9,463	$	9,463	$	(0)	
Landscape Maintenance	$	537,840	$	313,740	$	116,390	$	197,350	
Landscape Maintenance - MSTU	$	169,600	$	98,933	$	42,000	$	56,933	
Lake Maintenance	$	2,460	$	1,435	$	-	$	1,435	
Contract Services Subtotal:	$	741,123	$	438,571	$	179,990	$	258,581	

Repairs & Maintenance
Landscape Replacement	

$	4,050	

$	2,363	

$	-	

$	2,363	
Irrigation Repairs	$	5,000	$	2,917	$	-	$	2,917	
General Repairs & Maintenance	$	4,050	$	2,363	$	-	$	2,363	
Alleyway & Sidewalk Maintenance	$	5,000	$	2,917	$	-	$	2,917	
Signage	$	1,500	$	875	$	-	$	875	
Walls - Repair/Cleaning	$	1,500	$	875	$	-	$	875	
Fencing	$	1,500	$	875	$	-	$	875	
Dog Station/Trash Removal	$	2,500	$	1,458	$	1,500	$	(42)	
Repairs & Maintenance Subtotal:	$	25,100	$	14,642	$	1,500	$	13,142	

Utilities
Electric	

$	25,000	

$	14,583	

$	21,477	

$	(6,894)	
Water & Sewer	$	40,000	$	23,333	$	5,633	$	17,700	
Streetlights	$	441,684	$	257,649	$	138,556	$	119,093	
Utilities Subtotal:	$	506,684	$	295,566	$	165,667	$	129,899	

Other
Contingency	

$	59,756	

$	34,858	

$	13,100	

$	21,758	
Other Subtotal:	$	59,756	$	34,858	$	13,100	$	21,758	
					
Total Operations & Maintenance:	$	1,332,663	$	783,637	$	360,257	$	423,380	
					
Total Expenditures:	$	1,497,989	$	887,102	$	461,740	$	425,361	
					
Excess (Deficiency) of Revenues over Expenditures	$	-		$	799,310		
					
Fund Balance - Beginning	$	-		$	531,469		
					
Fund Balance - Ending	$	-		$	1,330,779		

Adopted	Prorated Budget	Actual	
Budget	Thru 04/30/26	Thru 04/30/26	Variance	

Revenues:		
Assessments - On Roll	$	527,362	$	527,362	$	506,050	$	(21,312)	
Interest	$	11,568	$	6,748	$	10,952	$	4,204	
Total Revenues	$	538,930	$	534,110	$	517,001	$	(17,108)	

Expenditures:					
Interest - 12/15	$	196,947	$	196,947	$	196,422	$	525	
Principal - 06/15	$	130,000	$	-	$	-	$	-	
Interest - 06/15	$	196,947	$	-	$	-	$	-	
Total Expenditures	$	523,894	$	196,947	$	196,422	$	525	
					
Excess (Deficiency) of Revenues over Expenditures	$	15,036		$	320,579		

Other Financing Sources/(Uses)					
Transfer In/(Out)	$	-	$	-	$	(5,304)	$	(5,304)	
Total Other Financing Sources/(Uses)	$	-	$	-	$	(5,304)	$	(5,304)	
					
Net Change in Fund Balance	$	15,036		$	315,276		
					
Fund Balance - Beginning	$	234,255		$	496,065		
					
Fund Balance - Ending	$	249,290		$	811,341		

Adopted	Prorated Budget	Actual	
Budget	Thru 04/30/26	Thru 04/30/26	Variance	

Revenues:		
Assessments - On Roll	$	485,750	$	485,750	$	467,205	$	(18,545)	
Interest	$	5,116	$	5,116	$	9,357	$	4,240	
Total Revenues	$	490,866	$	490,866	$	476,561	$	(14,305)	

Expenditures:					
Interest - 12/15	$	186,575	$	186,575	$	186,575	$	-	
Principal - 6/15	$	115,000	$	-	$	-	$	-	
Interest - 6/15	$	186,575	$	-	$	-	$	-	
Total Expenditures	$	488,150	$	186,575	$	186,575	$	-	
					
Excess (Deficiency) of Revenues over Expenditures	$	2,716		$	289,986		

Other Financing Sources/(Uses)					
Transfer In/(Out)	$	-	$	-	$	(4,936)	$	(4,936)	
Total Other Financing Sources/(Uses)	$	-	$	-	$	(4,936)	$	(4,936)	
					
Net Change in Fund Balance	$	2,716		$	285,050		
					
Fund Balance - Beginning	$	191,034		$	433,203		
					
Fund Balance - Ending	$	193,751		$	718,253		

Adopted	Prorated Budget	Actual	
Budget	Thru 04/30/26	Thru 04/30/26	Variance	

Revenues:		
Interest	$	-	$	-	$	371	$	371	
Total Revenues	$	-	$	-	$	371	$	371	

Expenditures:					
Interest - 12/15	$	-	$	-	$	-	$	-	
Principal - 6/15	$	-	$	-	$	-	$	-	
Interest - 6/15	$	-	$	-	$	-	$	-	
Total Expenditures	$	-	$	-	$	-	$	-	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	371		

Other Financing Sources/(Uses)					
Bond Proceeds	$	-	$	-	$	297,975	$	297,975	
Transfer In/(Out)	$	-	$	-	$	(212)	$	(212)	
Total Other Financing Sources/(Uses)	$	-	$	-	$	297,763	$	297,763	
					
Net Change in Fund Balance	$	-	$	298,134		
					
Fund Balance - Beginning	$	-	$	-		
					
Fund Balance - Ending	$	-	$	298,134		

Revenues:

Interest	

$	

-	$	

-	$	301	

$	301	
Total Revenues	$	-	$	-	$	301	$	301	

Expenditures:

Capital Outlay	

$	

-	$	

-	$	-	

$	-	
Total Expenditures	$	-	$	-	$	-	$	-	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	301		

Other Financing Sources/(Uses)

Transfer In/(Out)	

$	

-	$	

-	$	5,304	

$	5,304	
Total Other Financing Sources/(Uses)	$	-	$	-	$	5,304	$	5,304	
					
Net Change in Fund Balance	$	-	$	5,605		
					
Fund Balance - Beginning	$	-	$	12,178		
					
Fund Balance - Ending	$	-	$	17,782		

Revenues:

Interest	

$	

-	$	

-	$	487	

$	487	
Total Revenues	$	-	$	-	$	487	$	487	

Expenditures:

Capital Outlay - Construction	

$	

-	$	

-	$	23,466	

$	(23,466)	
Total Expenditures	$	-	$	-	$	23,466	$	(23,466)	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	(22,979)		

Other Financing Sources/(Uses)

Transfer In/(Out)	

$	

-	$	

-	$	4,936	

$	4,936	
Total Other Financing Sources/(Uses)	$	-	$	-	$	4,936	$	4,936	
					
Net Change in Fund Balance	$	-	$	(18,043)		
					
Fund Balance - Beginning	$	-	$	21,689		
					
Fund Balance - Ending	$	-	$	3,646		

Revenues:					
Interest	$	-	$	-	$	11,607	$	11,607	
Total Revenues	$	-	$	-	$	11,607	$	11,607	

Expenditures:					
Capital Outlay - Cost of Issuance	$	-	$	-	$	413,650	$	(413,650)	
Total Expenditures	$	-	$	-	$	413,650	$	(413,650)	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	(402,043)		

Other Financing Sources/(Uses)					
Bond Proceeds	$	-	$	-	$	9,732,025	$	9,732,025	
Transfer In/(Out)	$	-	$	-	$	212	$	212	
Total Other Financing Sources/(Uses)	$	-	$	-	$	9,732,237	$	9,732,237	
					
Net Change in Fund Balance	$	-	$	9,330,194		
					
Fund Balance - Beginning	$	-	$	-		
					
Fund Balance - Ending	$	-	$	9,330,194		

	Oct		Nov	Dec		Jan		Feb		March		April	May	June	July	Aug	Sept	Total	

Revenues:																				
Assessments - On Roll	$	-	$	50,551  $	704,978	$	-	$	8,925	$	22,604	$	5,730	$	-	$	-	$	-	$	-	$	-	$  792,790	
Assessments - Direct Bill	$	252,065	$	-  $	-	$	-	$	126,032	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$  378,097	
Boundary Amendment Contributions	$	-	$	3,156  $	1,500	$	1,787	$	2,197	$	6,992	$	6,221	$	-	$	-	$	-	$	-	$	-	$	21,851	
Intergovernmental Revenues - MSTU	$	4,500	$	4,500  $	4,500	$	4,500	$	8,000	$	8,000	$	8,000	$	-	$	-	$	-	$	-	$	-	$	42,000	
Interest	$	-	$	-  $	2	$	2,328	$	1,489	$	180	$	7,001	$	-	$	-	$	-	$	-	$	-	$	11,000	
Miscellaneous Revenue	$	-	$	-  $	-	$	-	$	15,312	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	15,312	
Total Revenues:	$	256,565	$	58,207  $	710,981	$	8,615	$	161,955	$	37,776	$	26,952	$	-	$	-	$	-	$	-	$	-	$ 1,261,050	

Expenditures:																				
General & Administrative:																				
Supervisor Fees	$	800	$	-  $	-	$	-	$	-	$	1,800	$	1,000	$	-	$	-	$	-	$	-	$	-	$	3,600	
FICA Expenditures	$	61	$	-  $	-	$	-	$	-	$	138	$	77	$	-	$	-	$	-	$	-	$	-	$	275	
Engineering	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Attorney	$	2,009	$	443  $	354	$	963	$	5,687	$	4,063	$	2,654	$	-	$	-	$	-	$	-	$	-	$	16,172	
Annual Audit	$	-	$	-  $	-	$	-	$	6,500	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	6,500	
Assessment Administration	$	5,408	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	5,408	
Arbitrage	$	-	$	-  $	-	$	-	$	450	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	450	
Dissemination	$	616	$	616  $	616	$	616	$	616	$	616	$	616	$	-	$	-	$	-	$	-	$	-	$	4,311	
Disclosure Software	$	-	$	2,125  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	2,125	
Trustee Fees	$	2,477	$	-  $	-	$	3,185	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	5,662	
Management Fees	$	3,648	$	3,648  $	3,648	$	3,648	$	3,648	$	3,648	$	3,648	$	-	$	-	$	-	$	-	$	-	$	25,535	
Information Technology	$	162	$	162  $	162	$	162	$	162	$	162	$	162	$	-	$	-	$	-	$	-	$	-	$	1,136	
Website Maintenance	$	108	$	108  $	108	$	108	$	108	$	108	$	108	$	-	$	-	$	-	$	-	$	-	$	757	
Telephone	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Postage & Delivery	$	16	$	8  $	4	$	2	$	10	$	2	$	11	$	-	$	-	$	-	$	-	$	-	$	53	
Insurance	$	5,898	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	5,898	
Printing & Binding	$	14	$	48  $	-	$	-	$	-	$	16	$	8	$	-	$	-	$	-	$	-	$	-	$	86	
Legal Advertising	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Other Current Charges	$	308	$	-  $	-	$	50	$	417	$	205	$	130	$	-	$	-	$	-	$	-	$	-	$	1,110	
Boundary Amendment Expenses	$	3,531	$	3,287  $	1,148	$	1,049	$	1,508	$	11,704	$	-	$	-	$	-	$	-	$	-	$	-	$	22,227	
Office Supplies	$	1	$	0  $	0	$	0	$	0	$	0	$	0	$	-	$	-	$	-	$	-	$	-	$	2	
Travel Per Diem	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Dues, Licenses & Subscriptions	$	175	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	175	
Total Administrative:	$	25,233	$	10,445  $	6,040	$	9,783	$	19,106	$	22,463	$	8,414	$	-	$	-	$	-	$	-	$	-	$  101,483	

Operations & Maintenance																				
Contract Services
Property Insurance	

$	

14,260	

$	

(2,123)  $	

-	

$	

-	

$	

-	

$	

-	

$	

-	

$	-	

$	-	

$	-	

$	-	

$	-	

$	12,137	
Field Management	$	1,352	$	1,352  $	1,352	$	1,352	$	1,352	$	1,352	$	1,352	$	-	$	-	$	-	$	-	$	-	$	9,463	
Landscape Maintenance	$	13,970	$	15,170  $	15,170	$	15,170	$	18,970	$	18,970	$	18,970	$	-	$	-	$	-	$	-	$	-	$  116,390	
Landscape Maintenance - MTSU	$	4,500	$	4,500  $	4,500	$	4,500	$	8,000	$	8,000	$	8,000	$	-	$	-	$	-	$	-	$	-	$	42,000	
Lake Maintenance	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Contract Services Subtotal:	$	34,082	$	18,899  $	21,022	$	21,022	$	28,322	$	28,322	$	28,322	$	-	$	-	$	-	$	-	$	-	$  179,990	

Oct	Nov	Dec	Jan	Feb	March	April	May	June	July	Aug	Sept	Total

Repairs & Maintenance
Landscape Replacement	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-  $	-  $	-  $	-  $	-  $	-	
Irrigation Repairs	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-	
General Repairs & Maintenance	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-	
Alleyway & Sidewalk Maintenance	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-	
Signage	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-	
Walls - Repair/Cleaning	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-	
Fencing	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-	
Dog Station/Trash Removal	$	-	$	300	$	300	$	300	$	-	$	300	$	300	$	-  $	-  $	-  $	-  $	-  $	1,500	
Repairs & Maintenance Subtotal:	$	-	$	300	$	300	$	300	$	-	$	300	$	300	$	-  $	-  $	-  $	-  $	-  $	1,500	

Utilities
Electric	

$	5,027	

$	3,220	

$	2,852	

$	1,702	

$	1,525	

$	1,768	

$	5,383	

$	-  $	-  $	-  $	-  $	-  $	21,477	
Water & Sewer	$	4,759	$	3,664	$	1,947	$	81	$	(4,886)	$	67	$	-	$	-  $	-  $	-  $	-  $	-  $	5,633	
Streetlights	$	42,313	$	749	$	23,801	$	767	$	23,662	$	23,618	$	23,646	$	-  $	-  $	-  $	-  $	-  $  138,556	
Utilities Subtotal:	$	52,100	$	7,633	$	28,600	$	2,550	$	20,302	$	25,453	$	29,029	$	-  $	-  $	-  $	-  $	-  $  165,667	

Other
Contingency	

$	-	

$	-	

$	-	

$	13,100	

$	-	

$	-	

$	-	

$	-  $	-  $	-  $	-  $	-  $	13,100	
Other Subtotal:	$	-	$	-	$	-	$	13,100	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	13,100	
									
Total Operations & Maintenance:	$	86,182	$	26,832	$	49,922	$	36,972	$	48,624	$	54,075	$	57,651	$	-  $	-  $	-  $	-  $	-  $  360,257	
									
Total Expenditures:	$	111,414	$	37,277	$	55,962	$	46,754	$	67,730	$	76,538	$	66,065	$	-  $	-  $	-  $	-  $	-  $  461,740	
									
Excess Revenues (Expenditures)	$	145,150	$	20,930	$	655,018	$	(38,140)	$	94,225	$	(38,761)	$	(39,113)	$	-  $	-  $	-  $	-  $	-  $  799,310	

Wellness Ridge
Community Development District Long Term Debt Report

SERIES 2023, SPECIAL ASSESSMENT REVENUE BONDS		
INTEREST RATES:	4.250%, 5.125%, 5.375%		
MATURITY DATE:	6/15/2053		
OPTIONAL REDEMPTION DATE:	6/15/2033		
RESERVE FUND DEFINITION	50% MAXIMUM ANNUAL DEBT SERVICE		
RESERVE FUND REQUIREMENT	$257,009		
RESERVE FUND BALANCE	$260,678		
BONDS OUTSTANDING - 04/20/23	$7,855,000	
(LESS: PRINCIPAL PAYMENT - 06/15/24)	($120,000)	
(LESS: PRINCIPAL PAYMENT - 06/15/25)	($125,000)	
(LESS: SPECIAL CALL - 06/15/25)	($20,000)	
CURRENT BONDS OUTSTANDING	$7,590,000	

SERIES 2024, SPECIAL ASSESSMENT REVENUE BONDS

INTEREST RATES:	4.250%, 5.000%, 5.200% MATURITY DATE:		6/15/2055
OPTIONAL REDEMPTION DATE:	12/15/2034
RESERVE FUND DEFINITION	50% MAXIMUM ANNUAL DEBT SERVICE RESERVE FUND REQUIREMENT		$242,875
RESERVE FUND BALANCE	$242,875

BONDS OUTSTANDING - 12/18/24	$7,415,000	
CURRENT BONDS OUTSTANDING	$7,415,000	

SERIES 2026, SPECIAL ASSESSMENT REVENUE BONDS

INTEREST RATES:	4.000%, 5.300%, 5.625% MATURITY DATE:		6/15/2056
OPTIONAL REDEMPTION DATE:	6/15/2036
RESERVE FUND DEFINITION	25% MAXIMUM ANNUAL DEBT SERVICE RESERVE FUND REQUIREMENT		$170,643
RESERVE FUND BALANCE	$170,643

BONDS OUTSTANDING - 03/19/26	$10,030,000	
CURRENT BONDS OUTSTANDING	$10,030,000	

Wellness Ridge
Community Development District Special Assessment Receipt Schedule Fiscal Year 2026

ON ROLL ASSESSMENTS

Gross Assessments $ Net Assessments  $

876,872.36  $
824,260.02  $

559,720.79  $
526,137.54  $

516,755.83
485,750.48

$ 1,953,348.98
$ 1,836,148.04

44.89%	28.65%	26.45%	100.00%

Date	
Distribution	
Distribution Period	
Gross Amount	
Discount/Penalty	
Commissions	
Interest	
Net Receipts	
O&M Portion	Series 2023 Debt Service	Series 2024 Debt Service	
Total	

11/18/25	
ACH	
10/01-10/31/25	
$	5,866.07	
$	(244.02)	
$	(112.44)	
$	-	
$	5,509.61	
$	2,473.30	
$	1,578.75	
$	1,457.56	
$	5,509.61	
11/18/25	ACH	10/01-10/31/26	$	6,633.75	$	(275.97)	$	(127.16)	$	-	$	6,230.62	$	2,796.97	$	1,785.35	$	1,648.30	$	6,230.62	
11/28/25	ACH	11/01-11/15/25	$	49,033.88	$	(1,961.27)	$	(941.45)	$	-	$	46,131.16	$	20,708.60	$	13,218.62	$	12,203.94	$	46,131.16	
11/28/25	ACH	11/01-11/15/26	$	58,182.76	$	(2,327.35)	$	(1,117.10)	$	-	$	54,738.31	$	24,572.42	$	15,684.94	$	14,480.95	$	54,738.31	
12/19/25	ACH	11/16-11/21/25	$	30,830.54	$	(1,233.18)	$	(591.95)	$	-	$	29,005.41	$	13,020.74	$	8,311.33	$	7,673.34	$	29,005.41	
12/19/25	ACH	11/16-11/21/25	$	34,761.46	$	(1,390.47)	$	(667.42)	$	-	$	32,703.57	$	14,680.86	$	9,371.02	$	8,651.69	$	32,703.57	
12/31/25	ACH	11/22-11/30/25	$	716,429.22	$	(28,657.34)	$	(13,755.44)	$	-	$	674,016.44	$	302,570.81	$	193,135.49	$	178,310.14	$	674,016.44	
12/31/25	ACH	11/22-11/30/25	$	887,231.48	$	(35,489.39)	$	(17,034.85)	$	-	$	834,707.24	$	374,706.06	$	239,180.51	$	220,820.67	$	834,707.24	
02/02/26	ACH	12/01-12/15/25	$	11,225.37	$	(406.70)	$	(216.37)	$	-	$	10,602.30	$	4,759.45	$	3,038.03	$	2,804.82	$	10,602.30	
02/02/26	ACH	12/01-12/15/25	$	9,824.91	$	(355.58)	$	(189.38)	$	-	$	9,279.95	$	4,165.83	$	2,659.12	$	2,455.00	$	9,279.95	
03/02/26	ACH	12/16-12/31/25	$	18,707.83	$	(561.22)	$	(362.93)	$	-	$	17,783.68	$	7,983.22	$	5,095.81	$	4,704.65	$	17,783.68	
03/02/26	ACH	12/16-12/31/25	$	15,745.31	$	(472.34)	$	(305.46)	$	-	$	14,967.51	$	6,719.03	$	4,288.85	$	3,959.63	$	14,967.51	
03/31/26	ACH	01/01-01/31/26	$	9,964.67	$	(199.31)	$	(195.31)	$	-	$	9,570.05	$	4,296.07	$	2,742.24	$	2,531.74	$	9,570.05	
03/31/26	ACH	01/01-01/31/26	$	8,364.33	$	(167.29)	$	(163.94)	$	-	$	8,033.10	$	3,606.11	$	2,301.84	$	2,125.15	$	8,033.10	
04/30/26	ACH	02/01-02/28/26	$	5,990.99	$	(59.92)	$	(118.63)	$	-	$	5,812.44	$	2,609.25	$	1,665.52	$	1,537.67	$	5,812.44	
04/30/26	ACH	02/01-02/28/26	$	7,166.02	$	(71.64)	$	(141.89)	$	-	$	6,952.49	$	3,121.02	$	1,992.20	$	1,839.27	$	6,952.49	
		TOTAL	$	1,875,958.59	$	(73,872.99)	$	(36,041.72)	$	-	$ 1,766,043.88	$	792,789.74	$	506,049.62	$	467,204.52	$ 1,766,043.88	

$

96%
70,104.16

Net Percent Collected Balance Remaining to Collect

DIRECT BILL ASSESSMENTS

Millrose Properties Florida LLC 2026-01			
Net Assessments	
$	504,129.52	
$	504,129.52	
Date
Received	Due
Date	Check
Number	
Net Assessed	Amount
Received	Operations &
Maintenance	
10/23/25	11/1/24	2557440	$	252,064.76	$	252,064.76	$	252,064.76	
2/12/26	2/1/25	2615821	$	126,032.38	$	126,032.38	$	126,032.38	
	5/1/25		$	126,032.38			
			$	504,129.52	$	378,097.14	$	378,097.14	

Section 3

www.lakevotes.gov

1898 E. Burleigh Blvd.  P.O. Box 457  Tavares, FL 32778 P 352-343-9734 F 352-343-3605 E Hays@lakevotes.gov

May 22, 2026

Stacie Vanderbilt, Recording Secretary 219 E. Livingston St.
Orlando FL 32801 Re: District Counts
The number of registered voters within the Wellness Ridge Community Development District as of April 15, 2026 is 755.

If we may be of further assistance, please contact this office.

Sincerely,

D. Alan Hays
Lake County Supervisor of Elections

Section 4

LANDOWNER PROXY LANDOWNERS’ MEETING – NOVEMBER 25, 2026
WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT
LAKE COUNTY, FLORIDA

NOW ALL PERSONS BY THESE PRESENTS, that the undersigned, the fee simple owner of the lands described herein, hereby constitutes and appoints:

Proxy Holder

For and on behalf of the undersigned, to vote as proxy at the meeting of the landowners of the Wellness Ridge Community Development District to be held at the Cooper Memorial Library, 2525 Oakley Seaver Drive, Clermont, Florida on November 25, 2026 at 11:30 AM, and at any continuances or adjournments thereof, according to the number of acres of un-platted land and/or platted lots owned by the undersigned landowner which the undersigned would be entitled to vote if then personally present, upon any question, proposition, or resolution or any other matter or thing which may be considered at said meeting including, but not limited to, the election of members of the Governing Board. Said Proxy Holder may vote in accordance with their discretion on all matters not known or determined at the time of solicitation of this proxy, which may legally be considered at said meeting.

Any proxy heretofore given by the undersigned for said meeting is hereby revoked. This proxy is to continue in full force and effect from the date hereof until the conclusion of the annual meeting and any adjournment or adjournments thereof, but may be revoked at any time by written notice of such revocation presented at the annual meeting prior to the Proxy Holder exercising the voting rights conferred herein.

Print or type name of Landowner		Date 		
Signature of Landowner			
Parcel Description	Acreage	Authorized Votes*	

(must be street address, tax parcel ID number, or legal description attached)			
Total Number of Authorized Votes:		

*Pursuant to section 190.006 (2)(b), Florida Statutes (2007), a fraction of an acre is treated as one (1) acre entitling the landowner to one vote with respect thereto.

Please note that a particular real property is entitled to only one vote for each eligible acre of lands or fraction thereof; two (2) or more person who own real property in common that is one acre or less are together entitled to only one vote for that real property. If the fee simple landowner is not an individual, and is instead a corporation, limited liability company, limited partnership or other entity, evidence that the individual signing on behalf of the entity has the authority to do so should be attached hereto. (e.g., bylaws, corporate resolution, etc.). If more than one parcel, each must be listed or described.

INSTRUCTIONS

At the Board meeting, when the landowner’s election is announced, instructions on how landowners may participate in the election, along with a sample proxy, shall be provided.

At a landowners meeting, landowners shall organize by electing a chair who shall conduct the meeting. The chair may be any person present at the meeting. If the chair is a landowner or proxy holder of a landowner, he or she may nominate candidates and make and second motions.

Nominations are made from the floor.

After all nominations are made, a ballot is distributed and votes are cast

Each landowner is entitled to one vote for each acre he owns or portion of an acre.

SAMPLE AGENDA

Determination of Number of Voting Units Represented

Call to Order

Election of a Chairman for the Purpose of Conducting the Landowners Meeting

Nominations for the Position of Supervisor

Casting of Ballots

Ballot Tabulation

Landowners Questions and Comments

Adjournment