Heritage Oak Wealth Advisors’s Tortoise North American Pipeline Fund TPYP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Buy	30,074 +99	+0.3%	+$3.54K	0.42%	36
2025 Q1	$1.09M	Buy	+29,975	New	+$1.09M	0.48%	34