| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| JMP | JMP GROUP LLC | Director of Equities | Nov 15, 2021 | |||
| BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Director | Aug 1, 2024 | |||
| HEQ | John Hancock Hedged Equity & Income Fund | Director | Aug 1, 2024 | |||
| JHS | JOHN HANCOCK INCOME SECURITIES TRUST | Director | Aug 1, 2024 | |||
| JHI | JOHN HANCOCK INVESTORS TRUST | Director | Aug 1, 2024 | |||
| HPI | JOHN HANCOCK PREFERRED INCOME FUND | Director | Aug 1, 2024 | |||
| HPF | JOHN HANCOCK PREFERRED INCOME FUND II | Director | Aug 1, 2024 | |||
| HPS | JOHN HANCOCK PREFERRED INCOME FUND III | Director | Aug 1, 2024 | |||
| PDT | JOHN HANCOCK PREMIUM DIVIDEND FUND | Director | Aug 1, 2024 | |||
| HTD | JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Director | Aug 1, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|