JONES JON DAVID

PrivateCIK: 2066530
Location

CHELAN, WA

JONES JON DAVID enters PRIVATE DEBT & INCOME FUND with 242K shares — 100% direct ownership

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

Direct
InsiderJONES JON DAVIDCIK 2066530
→
Officer· CEO of Investment Adviser
Since Apr 2025
242K
Baseline shares
100% direct
242K
Direct ownership
1 position
0.00
Derivative underlying
0 instruments
1
Security positions
All direct
Non-Derivative Holdings1

Class I Shares Common Stock

Direct
Shares owned242K
Total
242K direct242K
Derivative Holdings0
No derivative holdings reported
JONES JON DAVID — Initial Ownership Disclosure (Form 3) Filed Jun 25, 2025 | Finecho