| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| Columbia Credit Income Opportunities Fund | Apr 30, 2025 | 0 | $0 | 3 | May 7, 2025 | Head of North America Equities | |
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Apr 30, 2025 | 0 | $0 | 3 | May 7, 2025 | Head of North America Equities |
| TY | TRI-CONTINENTAL Corp | Apr 30, 2025 | 0 | $0 | 3 | May 7, 2025 | Head of North America Equities |