| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| WOLF | WOLFSPEED, INC. | 10%+ Owner | $67.7M | +$70.6K | +0.1% | Oct 30, 2025 |
| SLVM | Sylvamo Corp | Other* | $555K | Sep 12, 2022 | ||
| CXE | MFS HIGH INCOME MUNICIPAL TRUST | 10%+ Owner | Jul 20, 2021 | |||
| CMU | MFS HIGH YIELD MUNICIPAL TRUST | 10%+ Owner | Jul 20, 2021 | |||
| CXH | MFS INVESTMENT GRADE MUNICIPAL TRUST | 10%+ Owner | Jul 20, 2021 | |||
| MFM | MFS MUNICIPAL INCOME TRUST | 10%+ Owner | Jul 20, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|