| Date Filed | Security Types | Total Amount Sold | Total Offering | Amount Remaining | First Sale | Signed | Form | SEC Link |
|---|---|---|---|---|---|---|---|---|
| 5/20/2026 | Pooled Investment Fund | $19,744 | $500,000 | $480,256 | 5/4/2026 | 5/20/2026 | D | 000165818426000002 |
| 2/5/2021 | Equity, Pooled Investment Fund | $42,800 | Indefinite | Indefinite | 11/20/2020 | 2/5/2021 | D | 000165818421000002 |
| 12/1/2015 | Equity, Pooled Investment Fund | $1,036,299 | $1,118,148 | $81,849 | 7/22/2015 | 11/30/2015 | D | 000146581815000039 |