| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| 1314152 | JLL Income Property Trust, Inc. | Director | $595K | Jul 14, 2025 | ||
| WESFX | Wildermuth Fund | Member of Board of Trustees | Dec 31, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|