| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| NONE | Wellington Global Multi-Strategy Fund | Dec 18, 2024 | 0 | $0 | 3 | Dec 18, 2024 | Officer of Investment Advisor |
| HEQ | John Hancock Hedged Equity & Income Fund | Jul 1, 2021 | 0 | $0 | 3 | Jul 1, 2021 | Officer of Investment Adviser |
| JDD | NUVEEN DIVERSIFIED DIVIDEND & INCOME FUND | Jul 1, 2021 | 0 | $0 | 3 | Jul 1, 2021 | Officer of Investment Adviser |