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PORTFOLIO
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Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 7,373
Income Year2

$ 0
 
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 % $ 50,000.00 1523 $ 3,656.31 $ 731.26 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 50,000.00 1542 $ 3,716.84 $ 743.37 K-1 % Remove
Total 100.0% $ 100,000.00   $ 7,373.15 $ 1,474.63 $ 0.00 $ 0.00

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