| | Ticker | Sector | Title | Securities Owned | Date Last Transaction |
---|
| | AMG | Investment Advice | Dir | 741 | 2025-03-05 |
| | BXMX | | Trustee | 0 | 2023-12-22 |
| | DIAX | | Trustee | 0 | 2023-12-22 |
| | IHIT | | Dir | 0 | 2020-05-05 |
| | IHTA | | Dir | 0 | 2020-05-05 |
| | IIM | | Dir | 0 | 2020-05-05 |
| | IQI | | Dir | 0 | 2020-05-05 |
| | IVR | Real Estate Investment Trusts | Dir | 2,744 | 2020-06-30 |
| | IVZ | Investment Advice | CFO, SMD | 654,755 | 2020-07-09 |
| | JCE | | Trustee | 0 | 2023-12-22 |
| | JFR | | Trustee | 0 | 2023-12-22 |
| | JGH | | Trustee | 0 | 2023-12-22 |
| | JLS | | Trustee | 0 | 2023-12-22 |
| | JMM | | consultant | 0 | 2023-12-22 |
| | JPI | | Trustee | 0 | 2023-12-22 |
| | JQC | | Trustee | 0 | 2023-12-22 |
| | JRI | | Trustee | 0 | 2023-12-22 |
| | NAC | | Trustee | 0 | 2023-12-22 |
| | NAD | | Trustee | 0 | 2023-12-22 |
| | NAN | | Trustee | 0 | 2023-12-22 |
| | NAZ | | Trustee | 0 | 2023-12-22 |
| | NBB | | Trustee | 0 | 2023-12-22 |
| | NCA | | Trustee | 0 | 2023-12-22 |
| | NDMO | | Trustee | 0 | 2024-01-01 |
| | NEA | | Trustee | 0 | 2023-12-22 |
| | NIM | | Trustee | 0 | 2023-12-22 |
| | NKX | | Trustee | 0 | 2023-12-22 |
| | NMAI | | Trustee | 0 | 2023-12-22 |
| | NMCO | | Trustee | 0 | 2023-12-22 |
| | NMI | | Trustee | 0 | 2023-12-22 |
| | NMS | | Trustee | 0 | 2023-12-22 |
| | NMT | | Trustee | 0 | 2023-12-22 |
| | NMZ | | Trustee | 0 | 2023-12-22 |
| | NNY | | Trustee | 0 | 2023-12-22 |
| | NOM | | Trustee | 0 | 2023-12-22 |
| | NPCT | | Trustee | 0 | 2023-12-22 |
| | NPFD | | Trustee | 0 | 2023-12-22 |
| | NPV | | Trustee | 0 | 2023-12-22 |
| | NQP | | Trustee | 0 | 2023-12-31 |
| | NRK | | Trustee | 0 | 2023-12-22 |
| | NUV | | Trustee | 0 | 2023-12-22 |
| | NUW | | Trustee | 0 | 2023-12-22 |
| | NVG | | Trustee | 0 | 2023-12-22 |
| | NXC | | Trustee | 0 | 2023-12-22 |
| | NXJ | | Trustee | 0 | 2023-12-22 |
| | NXN | | Trustee | 0 | 2023-12-22 |
| | NXP | | Trustee | 0 | 2023-12-22 |
| | NZF | | Trustee | 0 | 2023-12-22 |
| | OIA | | Dir | 0 | 2020-05-05 |
| | QQQX | | Trustee | 0 | 2023-12-22 |
| | VBF | | Dir | 0 | 2020-05-05 |
| | VCV | | Dir | 0 | 2020-05-05 |
| | VGM | | Dir | 0 | 2020-05-05 |
| | VKI | | Dir | 0 | 2020-05-05 |
| | VKQ | | Dir | 0 | 2020-05-05 |
| | VLT | | Dir | 0 | 2020-05-05 |
| | VMO | | Dir | 0 | 2020-05-05 |
| | VPV | | Dir | 0 | 2020-05-05 |
| | VTN | | Dir | 0 | 2020-05-05 |
| | VVR | | Dir | 0 | 2020-05-05 |