| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | EVP GBUL Borrow | $17.6M | +$500K | +2.93% | Aug 14, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|