| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SRV | NXG Cushing Midstream Energy Fund | Director, Trustee | $0 | -$90.5K | -100% | Dec 10, 2024 |
| NXG | NXG NextGen Infrastructure Income Fund | Director, Trustee | $0 | -$51K | -100% | Sep 16, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|