| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| STUART A. MCFARLAND | Director | $233,387 | 12 Dec 2024 | ||
| Justin Guichard | Portfolio Manager | $99,996 | 17 Sep 2024 | ||
| Heather S. Goldman | Director | $27,174 | 15 Dec 2023 | ||
| Paula Horn | Portfolio Manager | $19,365 | 31 Mar 2025 | ||
| Christopher Janus | Portfolio Manager | $15,609 | 13 Sep 2023 | ||
| Gaal Isaac Surugeon | Portfolio Manager | $3,731 | 30 Aug 2023 | ||
| Betty Whelchel | Director | 01 Jan 2024 | |||
| Riley O'Neal | Portfolio Manager | 31 Mar 2025 | |||
| Susan Schauffert-Tam | Director | 20 Nov 2024 | |||
| Craig Ruckman | Fund's Secretary | 17 Nov 2018 | |||
| Louis P. Salvatore | Director | 31 Dec 2021 | |||
| Thomas Peeney | Secretary | 01 Jul 2022 | |||
| Dana Erikson | Adviser's Portfolio Manager | 04 Mar 2022 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|