| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role | 
|---|---|---|---|---|---|---|---|
| Private Debt & Income Fund | Apr 10, 2025 | 0 | $0 | 3 | Jun 27, 2025 | Director | |
| 83 Investment Group Income Fund | Dec 19, 2024 | 0 | $0 | 3 | Jun 27, 2025 | Director | |
| Booster Income Opportunities Fund | Nov 8, 2024 | 0 | $0 | 3 | Jun 27, 2025 | Director | |
| Beacon Pointe Multi-Alternative Fund | Jul 3, 2024 | 0 | $0 | 3 | Jun 27, 2025 | Director |