| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| TWO, TWO-PC | TWO HARBORS INVESTMENT CORP. | Director | $709K | May 14, 2025 | ||
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | Advisory Board Member | Oct 26, 2021 | |||
| MMD | NYLI MacKay DefinedTerm Muni Opportunities Fund | Advisory Board Member | Jun 16, 2021 | |||
| MMIOX | NYLI MacKay Muni Income Opportunities Fund | Director | Mar 25, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|