| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NHS | Neuberger Berman High Yield Strategies Fund Inc. | Director | $102K | Jun 21, 2023 | ||
| NBXG | Neuberger Berman Next Generation Connectivity Fund Inc. | Director | $67.4K | May 27, 2021 | ||
| OWSCX | 1WS Credit Income Fund | Trustee | Jun 24, 2021 | |||
| NONE | Corient Registered Alternatives Fund | Director | Mar 3, 2025 | |||
| XCLIX | Thrivent Church Loan & Income Fund | Director | Mar 16, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|