Global Retirement Partners, LLC Asset Management

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NFJ Virtus Dividend, Interest & Premium Strategy Fund	$0	$4,000 0.0% of portfolio	330	Q1 2023 New
HYT Blackrock Corporate High Yield Fund, Inc.	$0	$4,000 0.0% of portfolio	478	Q4 2024 Reduced 87.83%
NCV Virtus Allianz Gi Convertible & Income Fund	$0	$4,000 0.0% of portfolio	1,205	Q1 2023 New
HLNE Hamilton Lane Inc	$5.94B	$4,000 0.0% of portfolio	30	Q2 2024 Added 233.33%
STEP Step Stone Group Inc.	$3.98B	$3,000 0.0% of portfolio	63	Q4 2023 Added 125.0%
JQC Nuveen Credit Strategies Income Fund	$0	$3,000 0.0% of portfolio	610	Q1 2022 New
RA Brookfield Real Assets Income Fund Inc.	$0	$3,000 0.0% of portfolio	239	Q3 2023 New
AMG Affiliated Managers Group, Inc.	$7.02B	$3,000 0.0% of portfolio	18	Q4 2024 Reduced 80.65%
IVZ Invesco Ltd.	$8.34B	$3,000 0.0% of portfolio	200	Q4 2024 Reduced 20.32%
TPG Tpg Inc.	$4.77B	$3,000 0.0% of portfolio	57	Q4 2024 Reduced 41.84%
BME Black Rock Health Sciences Trust	$0	$3,000 0.0% of portfolio	100	Q1 2022 New
RVT Royce Value Trust, Inc.	$0	$2,000 0.0% of portfolio	185	Q4 2024 Added 2.78%
AGD Aberdeen Global Dynamic Dividend Fund	$0	$2,000 0.0% of portfolio	300	Q3 2022 New
ECC Eagle Point Credit CO Inc.	$0	$2,000 0.0% of portfolio	305	Q4 2024 New
VFL Delaware Investments National Municipal Income Fund	$0	$2,000 0.0% of portfolio	240	Q1 2023 New
EVN Eaton Vance Municipal Income Trust	$0	$2,000 0.0% of portfolio	289	Q1 2023 New
JRS Nuveen Real Estate Income Fund	$0	$2,000 0.0% of portfolio	267	Q4 2024 Added 3.89%
MUI Blackrock Municipal Income Fund, Inc.	$0	$2,000 0.0% of portfolio	244	Q1 2023 New
HQH Tekla Healthcare Investors	$0	$1,000 0.0% of portfolio	71	Q3 2024 Added 2.9%
DBL Double Line Opportunistic Credit Fund	$0	$1,000 0.0% of portfolio	112	Q4 2024 Added 1.82%
DSU Blackrock Debt Strategies Fund, Inc.	$0	$1,000 0.0% of portfolio	160	Q1 2022 New
IGA Voya Global Advantage & Premium Opportunity Fund	$0	$1,000 0.0% of portfolio	164	Q1 2023 New
NEWT Newtek Business Services Corp.	$323M	$1,000 0.0% of portfolio	89	Q4 2024 Added 1.14%
EMF Templeton Emerging Markets Fund	$0	$1,000 0.0% of portfolio	98	Q1 2022 New
PSLV Sprott Physical Silver Trust	$0	$1,000 0.0% of portfolio	160	Q4 2023 Reduced 84.27%
JPC Nuveen Preferred & Income Opportunities Fund	$0	$1,000 0.0% of portfolio	185	Q4 2024 Added 2.21%
CLM Cornerstone Strategic Value Fund Inc	$0	$1,000 0.0% of portfolio	200	Q1 2024 New
EVV Eaton Vance LTD Duration Income Fund	$0	$1,000 0.0% of portfolio	111	Q2 2024 Reduced 80.39%
BTZ Blackrock Credit Allocation Income Trust	$0	$1,000 0.0% of portfolio	99	Q3 2024 Reduced 51.94%
BRW Saba Capital Income & Opportunities Fund	$0	$1,000 0.0% of portfolio	187	Q3 2022 New
UTF Cohen & Steers Infrastructure Fund Inc	$0	$1,000 0.0% of portfolio	52	Q1 2024 Reduced 71.58%
AOD Aberdeen Total Dynamic Dividend Fund	$0	$0 0.0% of portfolio	78	Q1 2023 Reduced 99.9%
ACP Aberdeen Income Credit Strategies Fund	$0	$0 0.0% of portfolio	114	Q4 2024 Added 3.64%
ASG Liberty All Star Growth Fund Inc.	$0	$0 0.0% of portfolio	62	Q4 2024 New
GBDC Golub Capital Bdc, Inc.	$2.69B	$0 0.0% of portfolio	6	Q2 2024 New
MMU Western Asset Managed Municipals Fund Inc.	$0	$0 0.0% of portfolio	2	Q4 2024 Reduced 99.8%

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