| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Andrew Schardt | President/Interested Trustee, Director | Feb 27, 2025 | |||
| Gerard Scarpati | Chief Compliance Officer | Feb 27, 2025 | |||
| Jeffrey Ladouceur | Director | Feb 27, 2025 | |||
| Brian Charles Gildea | Trustee & Assistant Secretary, Director | Feb 27, 2025 | |||
| Gail Ball | Director | Feb 27, 2025 | |||
| Timothy S. Galbraith | Director | Feb 27, 2025 | |||
| Brian Channon | Treasurer | Feb 27, 2025 | |||
| Keith Kleinman | Secretary | Feb 27, 2025 | |||
| Hamilton Lane Advisors Llc | 10%+ Owner | Feb 27, 2025 |