| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| VCRDX | Versus Capital Infrastructure Income Fund | 27 Feb 2024 | 0 | $0 | 3 | Assistant Treasurer | 27 Feb 2024, 17:04 |
| VCRRX | Versus Capital Real Assets Fund LLC | 28 Nov 2022 | 0 | $0 | 3 | Assistant Treasurer | 29 Nov 2022, 12:01 |
| VCMIX | Versus Capital Multi-Manager Real Estate Income Fund LLC | 28 Nov 2022 | 0 | $0 | 3 | Assistant Treasurer | 29 Nov 2022, 11:45 |
| UTG | REAVES UTILITY INCOME FUND | 31 Oct 2020 | 0 | $0 | 5 | Treasurer | 11 Jun 2021, 11:52 |