| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Invesco Municipal Income Opportunities Trust | Portfolio Manager | Common Shares | 0 | Feb 1, 2024 | Direct | ||
| Rockefeller Municipal Opportunities Fund | Portfolio Manager | Common Shares | 0 | Dec 6, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| RKMIX | Rockefeller Municipal Opportunities Fund | Dec 6, 2024 | 0 | $0 | 3 | Aug 8, 2025 | Portfolio Manager |
| OIA | Invesco Municipal Income Opportunities Trust | Feb 1, 2024 | 0 | $0 | 3 | Feb 7, 2024 | Portfolio Manager |