| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | Director | $188K | Jun 19, 2025 | ||
| AMWL | American Well Corp | Director | $32K | Jun 15, 2021 | ||
| BACQ, BACQR | Bleichroeder Acquisition Corp. I | Director | Oct 31, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|