Ever Source Wealth Advisors, LLC Asset Management

Ever Source Wealth Advisors, LLC

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MCI Barings Corporate Investors	$0	$7,000 0.0% of portfolio	328	Q1 2025 Reduced 13.0%
TCPC Black Rock Tcp Capital Corp.	$0	$5,000 0.0% of portfolio	750	Q1 2025 Reduced 0.13%
HTGC Hercules Capital, Inc.	$2.47B	$5,000 0.0% of portfolio	322	Q2 2025 Added 0.31%
HRZN Horizon Technology Finance Corp	$0	$4,000 0.0% of portfolio	661	Q2 2025 New
BBUC Brookfield Business Corp	$2.42B	$4,000 0.0% of portfolio	136	Q2 2025 Added 466.67%
NMFC New Mountain Finance Corp	$1.06B	$3,000 0.0% of portfolio	308	Q1 2025 Reduced 66.7%
TYG Tortoise Energy Infrastructure Corp	$0	$2,000 0.0% of portfolio	68	Q2 2025 Added 3.03%
PML Pimco Municipal Income Fund Ii	$0	$2,000 0.0% of portfolio	350	Q2 2024 New
GSBD Goldman Sachs Bdc, Inc.	$0	$2,000 0.0% of portfolio	250	Q4 2023 Reduced 80.77%
MYD Blackrock Muniyield Fund, Inc.	$0	$1,000 0.0% of portfolio	109	Q4 2024 Reduced 95.82%
TPG Tpg Inc.	$4.18B	$1,000 0.0% of portfolio	22	Q2 2025 Reduced 66.15%
DHY Credit Suisse High Yield Bond Fund	$0	$1,000 0.0% of portfolio	933	Q2 2025 New
GAM General American Investors CO Inc	$1.45B	$0 0.0% of portfolio	17	Q4 2024 New
MHD Blackrock Muniholdings Fund, Inc.	$0	$0 0.0% of portfolio	54	Q1 2024 New
SAMG Silvercrest Asset Management Group Inc.	$159M	$0 0.0% of portfolio	16	Q2 2025 Added 77.78%
PSEC Prospect Capital Corp	$0	$0 0.0% of portfolio	117	Q2 2025 Reduced 47.3%
FUND Sprott Focus Trust Inc.	$0	$0 0.0% of portfolio	16	Q1 2024 New
SWKH Swk Holdings Corp	$187M	$0 0.0% of portfolio	21	Q2 2025 Added 950.0%

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