John Yogi Spence - Insider Trading & Ownership

Location: 321 N. Clark Street, Chicago, IL
Summary: The estimated net worth of John Yogi Spence is at least $12M dollars as of November 14, 2025. John Yogi Spence is the 10%+ Owner of Montana Technologies Corp. and owns shares of AirJoule Technologies Corp. (AIRJ) stock worth about $8.23M. John Yogi Spence is the Vice President of XAI Octagon Floating Rate & Alternative Income Trust and owns shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) stock worth about $3.72M. John Yogi Spence is the Adviser Personnel of XAI Madison Equity Premium Income Fund and owns shares of XAI Madison Equity Premium Income Fund (MCN) stock worth about $16.5K.
Signature: /s/John Yogi Spence
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Ownership of John Yogi Spence

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Change %	Report Period
AIRJ, AIRJW	AirJoule Technologies Corp.	10%+ Owner	$8.23M			Sep 18, 2024
XFLT, XFLT-PA	XAI Octagon Floating Rate & Alternative Income Trust	Vice President	$3.72M	+$45K	+1.22%	Sep 30, 2025
MCN	XAI Madison Equity Premium Income Fund	Adviser Personnel	$16.5K	+$16.6K		Sep 30, 2025
/stock/0002000645-octagon-xai-clo-income-fund	Octagon XAI CLO Income Fund	Adviser Personnel				Sep 30, 2025

Sym	Company	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.