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PORTFOLIO
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Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 6,349
Income Year2

$ 6,755
 
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 % $ 25,000.00 659 $ 1,583.11 $ 316.62 $ 1,583.11 $ 316.62 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 25,000.00 1130 $ 1,379.47 $ 275.89 $ 1,662.14 $ 332.43 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 25,000.00 1438 $ 1,754.89 $ 350.98 $ 1,639.82 $ 327.96 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 25,000.00 700 $ 1,631.65 $ 326.33 $ 1,869.75 $ 373.95 K-1 % Remove
Total 100.0% $ 100,000.00   $ 6,349.12 $ 1,269.82 $ 6,754.82 $ 1,350.96

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