TORTOISE CAPITAL SERIES TRUS

Ticker: TCAI CUSIP: 890930803 Class: AI INFRASTRUCTUR

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 17,595 Value ($000) $522 Avg Close Range
Q3 2025
Shares 9,751 Value ($000) $289 Avg Close Range