| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| GIM | TEMPLETON GLOBAL INCOME FUND | Jan 1, 2024 | 0 | $0 | 3 | Mar 11, 2024 | Chief Compliance Officer |
| BRW | Saba Capital Income & Opportunities Fund | Jun 4, 2021 | 0 | $0 | 3 | Jul 20, 2021 | Chief Compliance Officer |