Insider Trading & Ownership of Stanley C. Moss Revocable Trust U/A DTD 10/13/2015

Location
Waltham, MA
Summary
The estimated value of insider holdings of Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 is at least $5,062,930 dollars as of 25 Jul 2025. Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 is the 10%+ Owner of Polen Credit Opportunities Fund and owns shares of Polen Credit Opportunities Fund stock worth about $5.06M.
Signature
/s/ Stanley C. Moss, as Trustee
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Ownership of Stanley C. Moss Revocable Trust U/A DTD 10/13/2015

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
PCOFX Polen Credit Opportunities Fund 10%+ Owner $5,062,930 25 Apr 2025

Insider Transactions Reported by Stanley C. Moss Revocable Trust U/A DTD 10/13/2015:

Sym Company Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.