TORTOISE CAPITAL SERIES TRUS

Ticker: TPYP CUSIP: 890930308 Class: ETF

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 96,293 Value ($000) $3,399 Avg Close — Range —
Q3 2025
Shares 83,057 Value ($000) $3,025 Avg Close — Range —
Q2 2025
Shares 78,962 Value ($000) $2,819 Avg Close — Range —