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