Thank you David! That was exactly it. Working great now!

Thanks, although I don't think that works for me as one of the other contexts I need to access this LinkedFundsByPerson query are as a select query to to return those 4 columns in the original into a result set, and another context is I use it within a UNION query as suggested here: https://community.intersystems.com/post/possible-merge-two-resultset#com...

Then I get error

LITERAL ('CAST') expected, CAST found

It's like it's unable to process anything other than literal values as parameters for class queries called within SQL. A shame as I would like to avoid duplicating such queries