| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| MFV | MFS SPECIAL VALUE TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| CMK | MFS INTERMARKET INCOME TRUST I | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| CCA | MFS CALIFORNIA MUNICIPAL FUND | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| CMU | MFS HIGH YIELD MUNICIPAL TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| CXH | MFS INVESTMENT GRADE MUNICIPAL TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| CIF | MFS INTERMEDIATE HIGH INCOME FUND | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| CXE | MFS HIGH INCOME MUNICIPAL TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| MIN | MFS INTERMEDIATE INCOME TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| MGF | MFS GOVERNMENT MARKETS INCOME TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| MMT | MFS MULTIMARKET INCOME TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| MFM | MFS MUNICIPAL INCOME TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |
| MCR | MFS CHARTER INCOME TRUST | Sep 30, 2024 | 0 | $0 | 4 | Jun 27, 2025 | OFFICER OF ADVISOR |