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PORTFOLIO
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Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 6,945
Income Year2

$ 7,384
 
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 % $ 25,000.00 688 $ 1,651.53 $ 330.31 $ 1,651.53 $ 330.31 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 25,000.00 1314 $ 1,603.58 $ 320.72 $ 1,932.18 $ 386.44 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 25,000.00 1486 $ 1,813.32 $ 362.66 $ 1,694.41 $ 338.88 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 25,000.00 788 $ 1,876.97 $ 375.39 $ 2,105.68 $ 421.14 K-1 % Remove
Total 100.0% $ 100,000.00   $ 6,945.39 $ 1,389.08 $ 7,383.79 $ 1,476.76

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