| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| JLS | Nuveen Mortgage & Income Fund/MA/ | Portfolio Manager | $16K | -$2.82K | -15% | Aug 29, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|