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⭐ Subscribe ⭐| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| N/A | Franklin BSP Lending Fund | Director, President and CEO, Director, President & CEO/Inv Mgr | 07 Aug 2025 | |||
| N/A | Franklin Lexington Private Markets Fund | President and CEO, Director, Pres. and CEO of Inv. Mgr. | 13 Aug 2024 | |||
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | Director | 26 Jan 2024 | |||
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | Director | 26 Jan 2024 | |||
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Director | 26 Jan 2024 | |||
| PPT | PUTNAM PREMIER INCOME TRUST | Director | 26 Jan 2024 | |||
| WDI | Western Asset Diversified Income Fund (WDI) | President and CEO, Director, President and CEO, Inv Mgr | 24 Jun 2021 |