DAMON A. FICKLIN REVOCABLE TRUST U/A DTD 12/30/2019

PrivateCIK: 1991159
Location

WALTHAM, MA

DAMON A. FICKLIN REVOCABLE TRUST U/A DTD 12/30/2019 enters POLEN CREDIT OPPORTUNITIES FUND with 508.47K shares — 100% direct ownership

Full direct ownership at entry is the strongest form of insider alignment with shareholders.

Direct
10% Owner
Since Aug 2023
508.47K
Baseline shares
100% direct
508.47K
Direct ownership
1 position
0.00
Derivative underlying
0 instruments
1
Security positions
All direct
Non-Derivative Holdings1

Institutional Class Common Shares

Direct
Shares owned508.47K
Total
508.47K direct508.47K
Derivative Holdings0
No derivative holdings reported
DAMON A. FICKLIN REVOCABLE TRUST U/A DTD 12/30/2019 — Initial Ownership Disclosure (Form 3) Filed Sep 6, 2023 | Finecho