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PORTFOLIO
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Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 7,012
Income Year2

$ 8,810
 
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 % $ 20,000.00 631 $ 1,515.63 $ 303.13 $ 1,515.63 $ 303.13 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 20,000.00 794 $ 818.76 $ 163.75 $ 1,168.52 $ 233.70 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 20,000.00 1166 $ 1,422.74 $ 284.55 $ 1,329.45 $ 265.89 K-1 % Remove
Oil & Gas Oil & Gas NSH NuStar GP Holdings, LLC % $ 20,000.00 1504 $ 1,986.46 $ 397.29 $ 3,310.76 $ 662.15 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 20,000.00 556 $ 1,268.78 $ 253.76 $ 1,485.81 $ 297.16 K-1 % Remove
Total 100.0% $ 100,000.00   $ 7,012.37 $ 1,402.47 $ 8,810.17 $ 1,762.03

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