| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| CAZ Investments Registered Adviser LLC | Investment Adviser | Jan 9, 2024 | |||
| Marcie McVeigh | Treasurer | Jan 9, 2024 | |||
| Jesse Hallee | Secretary | Jan 9, 2024 | |||
| Randi Jean Roessler | Chief Compliance Officer | Jan 9, 2024 | |||
| Austin A. Adams | Trustee | Jan 9, 2024 | |||
| Christopher Zook | Trustee | Mar 31, 2024 | |||
| Frank Easterly | Trustee | Jan 9, 2024 | |||
| Matthew Lindholm | Trustee | Jan 9, 2024 | |||
| Richard H. Wilson Jr. | Trustee | Jan 9, 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|