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PORTFOLIO
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Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 7,212
Income Year2

$ 7,883
 
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 % $ 33,333.33 1031 $ 2,476.78 $ 495.36 $ 2,476.78 $ 495.36 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 33,333.33 1669 $ 2,103.15 $ 420.63 $ 2,453.68 $ 490.74 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 33,333.33 1105 $ 2,632.16 $ 526.43 $ 2,952.89 $ 590.58 K-1 % Remove
Total 100.0% $ 100,000.00   $ 7,212.10 $ 1,442.42 $ 7,883.35 $ 1,576.67

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