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PORTFOLIO
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Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 8,922
Income Year2

$ 7,526
 
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
Coal Coal AHGP Alliance Holdings GP LP % $ 16,666.67 629 $ 1,870.75 $ 374.15 $ 0.00 $ 0.00 K-1 % Remove
Natural Gas Natural Gas CEQP Crestwood Equity Partners LP % $ 16,666.67 604 $ 1,451.91 $ 290.38 $ 1,451.91 $ 290.38 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 16,666.67 661 $ 647.89 $ 129.58 $ 971.84 $ 194.37 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 16,666.67 994 $ 1,213.21 $ 242.64 $ 1,133.65 $ 226.73 K-1 % Remove
Oil & Gas Oil & Gas NSH NuStar GP Holdings, LLC % $ 16,666.67 1287 $ 2,805.66 $ 561.13 $ 2,831.40 $ 566.28 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 16,666.67 425 $ 932.79 $ 186.56 $ 1,137.23 $ 227.45 K-1 % Remove
Total 100.0% $ 100,000.00   $ 8,922.20 $ 1,784.44 $ 7,526.03 $ 1,505.21

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