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ENTITY 1NAME OF THE ENTITY: WHITE BEAR LLCEIN: 54-1614786ADDRESS:14900 BOGLE DRIVE SUITE 204CHANTILLY, VA 20151CONTROLLED ENTITY 2NAME OF THE ENTITY: ROLLING-PULLERTON PHASE IV LLCEIN: 541614944ADDRESS: 14900 BOGLE DRIVE SUITE 204CHANTILLY, VA 20151 MORGAN STANLEY - CORPORATE BONDS 95305 147319 MORGAN STANLEY - CORPORATE STOCK 1409713 2016560 LOANS ACQUIRED AS INVESTMENTS AT COST 191931 191931 MORGAN STANLEY - EXCHANGE TRADED FUNDS AT COST 1411271 1540321 MORGAN STANLEY - MONEY MARKET FUND AT COST 171137 171137 MORGAN STANLEY - MUTUAL FUNDS AT COST 525746 524959 ROLLING FULLERTON PHASE IV, LLC (99% INTEREST HELD) AT COST 790816 844686 WHITE BEAR, LLC (99% INTEREST HELD) AT COST 563483 494718 LEGAL 3876 3876 0 ADD'L FMV ON DATE OF CONTRIBUTION - ROLLING FULLERTON PHASE IV, LLC 5012163 5012163 3324885 ADD'L FMV ON DATE OF CONTRIBUTION - WHITE BEAR, LLC 7695438 7695438 5723180 OFFICE EXPENSE 854 0 854 REGISTRATION FEES 25 0 25 INSURANCE 2000 0 2000 MORGAN STANLEY INVESTMENT FEES 28043 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