| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| NONE | Aether Infrastructure & Natural Resources Fund | Apr 4, 2025 | 0 | $0 | 3 | Apr 9, 2025 | Independent Trustee |
| CREMX | Redwood Real Estate Income Fund | Jun 26, 2023 | 0 | $0 | 3 | Jun 27, 2023 | Director |