| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND | Vice President & Asst Treas. | Common Shares | 0 | $12.97 | Jul 14, 2021 | Direct | |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | Vice President & Asst Treas. | Common Shares | 0 | $29.38 | Jul 14, 2021 | Direct | |
| TORTOISE ENERGY INFRASTRUCTURE CORP | Vice President & Asst Treas. | Common Shares | 0 | $29.47 | Jul 14, 2021 | Direct | |
| Tortoise Midstream Energy Fund, Inc. | Vice President & Asst Treas. | Common Shares | 0 | $35.27 | Jul 14, 2021 | Direct | |
| TORTOISE PIPELINE & ENERGY FUND, INC. | Vice President & Asst Treas. | Common Shares | 0 | $28.57 | Jul 14, 2021 | Direct | |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | Vice President & Asst Treas. | Common Shares | 0 | $12.80 | Jul 14, 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| TSIFX | Tax-Exempt Private Credit Fund, Inc. | Jul 3, 2025 | 0 | $0 | 3 | Aug 6, 2025 | Principal Financial Officer |
| TEAF | ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND | Jul 14, 2021 | 0 | $0 | 3 | Jul 23, 2021 | Vice President & Asst Treas. |
| NDP | TORTOISE ENERGY INDEPENDENCE FUND, INC. | Jul 14, 2021 | 0 | $0 | 3 | Jul 23, 2021 | Vice President & Asst Treas. |
| TTP | TORTOISE PIPELINE & ENERGY FUND, INC. | Jul 14, 2021 | 0 | $0 | 3 | Jul 23, 2021 | Vice President & Asst Treas. |
| TPZ | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | Jul 14, 2021 | 0 | $0 | 3 | Jul 23, 2021 | Vice President & Asst Treas. |
| NTG | Tortoise Midstream Energy Fund, Inc. | Jul 14, 2021 | 0 | $0 | 3 | Jul 23, 2021 | Vice President & Asst Treas. |
| TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Jul 14, 2021 | 0 | $0 | 3 | Jul 23, 2021 | Vice President & Asst Treas. |