Creative Financial Designs Inc Asset Management

Creative Financial Designs Inc

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MCR Mfs Charter Income Trust	$0	$6,000 0.0% of portfolio	1,046	Q2 2023 New
BXSL Blackstone Secured Lending Fund	$4.31B	$6,000 0.0% of portfolio	220	Q2 2025 Added 2.8%
RVT Royce Value Trust, Inc.	$0	$5,000 0.0% of portfolio	363	Q3 2024 Reduced 76.49%
ADX Adams Diversified Equity Fund, Inc.	$2.63B	$4,000 0.0% of portfolio	217	Q2 2025 Reduced 82.13%
AMG Affiliated Managers Group, Inc.	$9.11B	$3,000 0.0% of portfolio	20	Q1 2024 Reduced 39.39%
DHIL Diamond Hill Investment Group Inc	$424M	$3,000 0.0% of portfolio	21	Q1 2025 Added 5.0%
VGM Invesco Trust For Investment Grade Municipals	$0	$1,000 0.0% of portfolio	146	Q1 2024 New
IVZ Invesco Ltd.	$10.4B	$1,000 0.0% of portfolio	85	Q2 2025 Added 13.33%
RMT Royce Micro Cap Trust, Inc.	$0	$0 0.0% of portfolio	61	Q3 2024 Reduced 64.94%
BBN Black Rock Taxable Municipal Bond Trust	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 99.89%
APO Apollo Global Management, Inc.	$80B	$0 0.0% of portfolio	1	Q2 2025 Reduced 50.0%
CNS Cohen & Steers, Inc.	$3.2B	$0 0.0% of portfolio	5	Q1 2025 Reduced 73.68%
TPG Tpg Inc.	$4.08B	$0 0.0% of portfolio	5	Q2 2025 New
CG Carlyle Group Inc.	$22.7B	$0 0.0% of portfolio	10	Q2 2025 New
FPF First Trust Intermediate Duration Preferred & Income Fund	$0	$0 0.0% of portfolio	2	Q1 2024 Reduced 99.2%
ARES Ares Management Corp	$27.5B	$0 0.0% of portfolio	5	Q2 2025 New

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