| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Advisory Board Member | Shares of beneficial interest | 0 | 01 Jan 2026 | Direct | ||
| NYLI MacKay DefinedTerm Muni Opportunities Fund | Advisory Board Member | Shares of beneficial interest | 0 | 01 Jan 2026 | Direct | ||
| NYLI MacKay Muni Income Opportunities Fund | Director | Shares of beneficial interest | 0 | 01 Jan 2026 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000119312526007229-lynch-stephanie-2026-01-01 | NYLI MacKay Muni Income Opportunities Fund | 01 Jan 2026 | 0 | $0 | 3 | Director | 08 Jan 2026, 11:36 |
| MMD | NYLI MacKay DefinedTerm Muni Opportunities Fund | 01 Jan 2026 | 0 | $0 | 3 | Advisory Board Member | 08 Jan 2026, 11:19 |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 01 Jan 2026 | 0 | $0 | 3 | Advisory Board Member | 08 Jan 2026, 11:14 |