| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| NONE | Columbia Credit Income Opportunities Fund | Apr 16, 2025 | 0 | $0 | 3 | Apr 23, 2025 | Vice President |
| TY | TRI-CONTINENTAL Corp | Sep 30, 2024 | 0 | $0 | 3 | Oct 8, 2024 | Vice President |
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Sep 30, 2024 | 0 | $0 | 3 | Oct 8, 2024 | Vice President |