| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| John C. Salter | Trustee | $179K | 01 Oct 2024 | ||
| Mark Simone | Vice President | $3.41K | 18 Feb 2025 | ||
| Youse Guia | Chief Compliance Officer | $1.29K | 08 Mar 2024 | ||
| Jonathan Kingery | Chf. Distr. Officer - Adviser | $0 | 15 Oct 2025 | ||
| Ali Zaidi | Chf Intl Clt Bus Ofcr -Adviser | $0 | 15 Oct 2025 | ||
| Ana Alcantara | Vice President | $0 | 04 Jun 2025 | ||
| William A. Odell | Trustee | $0 | 14 May 2024 | ||
| Carolyn Liu-Hartman | Vice President | $0 | 19 Aug 2025 | ||
| Yury Friedman | Trustee | $0 | 19 Dec 2023 | ||
| Lisa Chen | AML Compliance Officer | 09 Oct 2023 | |||
| Raymond Woolson | Trustee | 29 Dec 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|