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Reported Holdings Of The
Tortoise Investment Management LLC

Legal Name: TORTOISE INVESTMENT MANAGEMENT, LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 7, 2019

Security Shares Held / Principal Amount Market Value Option
ISHARES TR CORE S&P500 ETF (464287200) 239,506 $70,595k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 51,462 $15,078k
ISHARES TR RUS 1000 ETF (464287622) 72,106 $11,738k
ISHARES TR CORE S&P SCP ETF (464287804) 93,313 $7,305k
ISHARES TR S&P 500 VAL ETF (464287408) 60,718 $7,078k
ISHARES TR (464287663) 94,566 $5,357k
SPDR DOW JONES INDL (78467X109) 19,361 $5,147k
ISHARES (464287879) 32,700 $4,860k
Berkshire Hathaway, Inc. (084670702) 19,604 $4,179k
NUVEEN CALIF MUN VALUE FD (67062C107) 163,148 $1,645k
ISHARES TR RUSSELL 2000 ETF (464287655) 8,297 $1,290k
ISHARES TR RUS 1000 VAL ETF (464287598) 9,735 $1,238k
ISHARES TR RUS 1000 GRW ETF (464287614) 3,611 $568k
ISHARES TR CORE S&P MCP ETF (464287507) 2,620 $509k
Amazon.com Inc (023135106) 206 $390k
INVESCO QQQ TR UNIT SER 1 (46090E103) 1,486 $277k
ISHARES TR S&P 500 GRWT ETF (464287309) 1,327 $238k
Boeing Co/The (097023105) 365 $133k
NISOURCE INC (65473P105) 4,438 $128k
ISHARES RUS (464287689) 705 $122k
EVERSOURCE ENERGY (30040W108) 1,574 $119k
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886) 1,330 $79k
ABBOTT LABS (002824100) 916 $77k
Bristol-Myers Squibb Co (110122108) 1,608 $73k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107) 199 $71k
EXPEDITORS INTL WASH (302130109) 800 $61k
ISHARES (464287705) 358 $57k
REALTY INCOME CORP (756109104) 816 $56k
ISHARES (464287630) 443 $53k
ANADARKO PETE (032511107) 700 $49k
ISHARES TR S&P MC 400GR ETF (464287606) 169 $38k
AMGEN INC (031162100) 200 $37k
ISHARES U (464287739) 378 $33k
ONEOK Inc (682680103) 398 $27k
EMERSON ELEC CO (291011104) 240 $16k
ISHARES (464287887) 83 $15k
PERRIGO CO (G97822103) 310 $15k
ADVANCED MICRO DEVICES INC (007903107) 400 $12k
ADOBE INC (00724F101) 38 $11k
ISHARES TR U.S. UTILITS ETF (464287697) 48 $7k
Synopsys Inc (871607107) 51 $7k
American International Group (026874784) 105 $6k
COHERENT INC (192479103) 10 $1k

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