| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SEMPRA ENERGY | Director | Phantom Shares | 35,781 | $2,712,933 | $75.82 | 01 Apr 2022 | Direct |
| BIOGEN INC. | Director | Common Stock | 2,145 | $531,960 | $248.00 | 15 Jun 2022 | Direct |
| Capital Group KKR Core Plus (plus) | Director | Class F-3 Shares | 1,843 | $18,596 | $10.09 | 16 Jul 2025 | Direct |
| Capital Group KKR Multi-Sector (plus) | Director | Class F-3 Shares | 1,818 | $18,596 | $10.23 | 16 Jul 2025 | Direct |