Sun Life Financial Inc - Oct 31, 2025 SCHEDULE 13G Report for XAI Octagon Floating Rate & Alternative Income Trust Mandatory Redeemable Preferred Shares

Filing Manager: SUN LIFE FINANCIAL INC
Reporting Manager: Sun Life Assurance Co of Canada
Security: XAI Octagon Floating Rate & Alternative Income Trust Mandatory Redeemable Preferred Shares
Shares outstanding: 7.69M shares
Disclosed Ownership: 5M shares
Ownership: 65%
Form type: SCHEDULE 13G
Date filed: 11/5/2025, 04:29 PM
Date of event: Oct 31, 2025
SEC: View on sec.gov

Reporting Managers (2)

Name	Ownership	Shares Owned	sole voting power	shared voting power	Signature	Title	CIK
Sun Life Assurance Co of Canada	65%	5M	5M	0	/s/ Randolph B. Brown	Randolph B. Brown, Authorized Signatory
Sun Life Financial Inc	65%	5M	0	5M	/s/ Randolph B. Brown	Randolph B. Brown, Authorized Signatory