| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC | Co-President, Public Markets | $4.21M | Nov 4, 2025 | ||
| BWG | BrandywineGLOBAL-Global Income Opportunities Fund Inc | Manager/Subadviser | Jan 1, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|