| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| TSIFX | Ecofin Tax-Exempt Private Credit Fund, Inc. | Chief Executive Officer, Director | Dec 13, 2024 | |||
| TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Secretary | Feb 20, 2025 | |||
| TEAF | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND | Secretary, Member of investment committee | Feb 20, 2025 |