Trade Summary - January 2021

Core Trades:

Sell: First Trust Inter Duration (FPF)

Sell: Eaton Vance Limited Duration (EVV)

Sell: Blackrock Taxable Muni (BBN)

Buy: KKR Income Opps (KIO) at 4%

Buy: PIMCO High Income (PHK) 4%

Mini Core Trades:

Sell: First Trust Inter Duration (FPF) to 0% ---> Buy: KKR Income Opps (KIO) to 5%

Sell: High Income Securities (PCF) to 0% ---> Buy: BNY Mellon Alcentr…