NEW YORK, NY
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
VOYA FINANCIAL, INC. | See Remarks | Since Feb 2019 | — |
VIRTUS CONVERTIBLE & INCOME FUND | — | Since Jul 2022 | — |
VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | — | Since Jul 2022 | — |
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | — | Since Jul 2022 | — |
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | — | Since Jul 2022 | — |
VIRTUS EQUITY & CONVERTIBLE INCOME FUND | — | Since Jul 2022 | — |
VIRTUS CONVERTIBLE & INCOME FUND II | — | Since Jul 2022 | — |
VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | — | Since Jul 2022 | — |
JOHN HANCOCK PREFERRED INCOME FUND | — | Since Nov 2025 | — |
JOHN HANCOCK PREMIUM DIVIDEND FUND | — | Since Nov 2025 | — |