Entity Type
Company
Role
10%+ Owner
Issuer Symbol
PCOFX
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There are no Buy or Sell transactions made by Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 since 13 Mar 2025

Holdings reported by Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 for Polen Credit Opportunities Fund

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Institutional Class Common Shares 506,293 $5,062,930 $10.00 28 Aug 2023 Direct

There are no transactions reported by Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 for Polen Credit Opportunities Fund