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PORTFOLIO
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Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 9,928
Income Year2

$ 8,221
 
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 % $ 16,666.67 730 $ 2,170.10 $ 434.02 $ 0.00 $ 0.00 K-1 % Remove
Natural Gas Natural Gas CEQP Crestwood Equity Partners LP % $ 16,666.67 613 $ 1,473.30 $ 294.66 $ 1,473.30 $ 294.66 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 16,666.67 671 $ 658.07 $ 131.61 $ 987.11 $ 197.42 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 16,666.67 1074 $ 1,310.98 $ 262.20 $ 1,225.02 $ 245.00 K-1 % Remove
Oil & Gas Oil & Gas NSH NuStar GP Holdings, LLC % $ 16,666.67 1468 $ 3,201.17 $ 640.23 $ 3,230.54 $ 646.11 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 16,666.67 488 $ 1,114.70 $ 222.94 $ 1,305.37 $ 261.07 K-1 % Remove
Total 100.0% $ 100,000.00   $ 9,928.32 $ 1,985.66 $ 8,221.33 $ 1,644.27

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