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PORTFOLIO
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Investment

Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 20,475
Income Year2

$ 20,475
 
General Partners – K1
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Commodity Value Chain Ticker Name Weight % Weight $ # of Shares Estimated
Year 1 Income
Estimated
Year 1 Taxable Income
Estimated
Year 2 Income
Estimated
Year 2 Taxable Income
Income Type Tax Shield
Natural Gas Natural Gas CEQP Crestwood Equity Partners LP % $ 100,000.00 8190 $ 20,475.02 $ 4,095.00 $ 20,475.02 $ 4,095.00 K-1 % Remove
Total 100.0% $ 100,000.00   $ 20,475.02 $ 4,095.00 $ 20,475.02 $ 4,095.00

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