| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MDV, MDV-PA | MODIV INDUSTRIAL, INC. | CEO and President, Director | $15.8M | +$92K | +0.58% | Oct 15, 2025 |
| MDVA | FT 5969 | CEO, Director | Feb 25, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|