| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| USA | LIBERTY ALL STAR EQUITY FUND | Access Person of the Fund | $24.5K | +$9.99K | +68.7% | May 19, 2025 |
| ASG | LIBERTY ALL STAR GROWTH FUND INC. | Access Person of the Fund | $24K | +$10.5K | +78.2% | May 19, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|