| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period | 
|---|---|---|---|---|---|---|
| LNC, LNC-PD | LINCOLN NATIONAL CORP | EVP, Chief Investment Officer | $2.83M | May 26, 2025 | ||
| LNBIX | Lincoln Bain Capital Total Credit Fund | Chair & President, Director | Sep 9, 2025 | |||
| LNPIX | Lincoln Partners Group Royalty Fund | Chair & President, Director | Sep 19, 2025 | 
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership | 
|---|