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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Sep-24 6:04 PM View:  | MFS High Income Municipal T... (CXE) | 05-Sep-24 | Acquisition (other) | 692 | -- | -- | 100% 0.69K to 1.38K | |
| 13-Sep-24 6:04 PM View: | MFS High Income Municipal T... (CXE) | 05-Sep-24 | Disposition (other) | 692 | -- | -- | (50%) 1.38K to 0.69K | |
| 13-Sep-24 6:01 PM View: | MFS Investment Grade Munici... (CXH) | 05-Sep-24 | Acquisition (other) | 372 | -- | -- | 100% 0.37K to 0.74K | |
| 13-Sep-24 6:01 PM View: | MFS Investment Grade Munici... (CXH) | 05-Sep-24 | Disposition (other) | 372 | -- | -- | (50%) 0.74K to 0.37K | |
| 13-Sep-24 6:01 PM View: | Mfs High Yield Municipal Tr... (CMU) | 05-Sep-24 | Acquisition (other) | 510 | -- | -- | 100% 0.51K to 1.02K | |
| 13-Sep-24 6:01 PM View: | Mfs High Yield Municipal Tr... (CMU) | 05-Sep-24 | Disposition (other) | 510 | -- | -- | (50%) 1.02K to 0.51K | |
| 03-Sep-24 3:57 PM View: | MFS High Income Municipal T... (CXE) | 30-Aug-24 | Disposition (other) | 21 | -- | -- | (3%) 0.71K to 0.69K | |
| 03-Sep-24 3:50 PM View: | MFS Investment Grade Munici... (CXH) | 30-Aug-24 | Disposition (other) | 10 | -- | -- | (3%) 0.38K to 0.37K | |
| 03-Sep-24 3:47 PM View: | Mfs High Yield Municipal Tr... (CMU) | 30-Aug-24 | Disposition (other) | 13 | -- | -- | (2%) 0.52K to 0.51K | |
| 20-Aug-24 9:20 AM View: | MFS Municipal Income Trust (MFM) | 16-Aug-24 | Acquisition (other) | 967 | -- | -- | 100% 0.97K to 1.93K | |
| 20-Aug-24 9:20 AM View: | MFS Municipal Income Trust (MFM) | 16-Aug-24 | Disposition (other) | 967 | -- | -- | (50%) 1.93K to 0.97K | |
| 06-Aug-24 1:54 PM View: | MFS High Income Municipal T... (CXE) | 02-Aug-24 | Disposition (other) | 102 | -- | -- | (13%) 0.81K to 0.71K | |
| 06-Aug-24 2:02 PM View: | MFS Investment Grade Munici... (CXH) | 02-Aug-24 | Disposition (other) | 56 | -- | -- | (13%) 0.44K to 0.38K | |
| 06-Aug-24 1:52 PM View: | MFS Municipal Income Trust (MFM) | 02-Aug-24 | Disposition (other) | 171 | -- | -- | (15%) 1.14K to 0.97K | |
| 06-Aug-24 1:58 PM View: | Mfs High Yield Municipal Tr... (CMU) | 02-Aug-24 | Disposition (other) | 77 | -- | -- | (13%) 0.6K to 0.52K | |
| 03-Jul-24 2:21 PM View: | PIMCO Municipal Income Fund... (PML) | 01-Jul-24 | Acquisition (other) | 687 | -- | -- | 100% 0.69K to 1.37K | |
| 03-Jul-24 2:21 PM View: | PIMCO Municipal Income Fund... (PML) | 01-Jul-24 | Disposition (other) | 687 | -- | -- | (50%) 1.37K to 0.69K | |
| 03-Jul-24 2:16 PM View: | PIMCO Municipal Income Fund (PMF) | 01-Jul-24 | Acquisition (other) | 182 | -- | -- | 100% 0.18K to 0.36K | |
| 03-Jul-24 2:16 PM View: | PIMCO Municipal Income Fund (PMF) | 01-Jul-24 | Disposition (other) | 182 | -- | -- | (50%) 0.36K to 0.18K | |
| 03-Jul-24 2:19 PM View: | PIMCO Municipal Income Fund... (PMX) | 01-Jul-24 | Acquisition (other) | 343 | -- | -- | 100% 0.34K to 0.69K | |
| 03-Jul-24 2:19 PM View: | PIMCO Municipal Income Fund... (PMX) | 01-Jul-24 | Disposition (other) | 343 | -- | -- | (50%) 0.69K to 0.34K | |
| 01-Jul-24 5:29 PM View: | PIMCO California Municipal ... (PCQ) | 27-Jun-24 | Acquisition (other) | 244 | -- | -- | 100% 0.24K to 0.49K | |
| 01-Jul-24 5:29 PM View: | PIMCO California Municipal ... (PCQ) | 27-Jun-24 | Disposition (other) | 244 | -- | -- | (50%) 0.49K to 0.24K | |
| 01-Jul-24 5:31 PM View: | PIMCO California Municipal ... (PCK) | 27-Jun-24 | Acquisition (other) | 275 | -- | -- | 100% 0.28K to 0.55K | |
| 01-Jul-24 5:31 PM View: | PIMCO California Municipal ... (PCK) | 27-Jun-24 | Disposition (other) | 275 | -- | -- | (50%) 0.55K to 0.28K | |
| 01-Jul-24 5:28 PM View: | PIMCO California Municipal ... (PZC) | 27-Jun-24 | Acquisition (other) | 271 | -- | -- | 100% 0.27K to 0.54K | |
| 01-Jul-24 5:28 PM View: | PIMCO California Municipal ... (PZC) | 27-Jun-24 | Disposition (other) | 271 | -- | -- | (50%) 0.54K to 0.27K | |
| 01-Jul-24 5:29 PM View: | PIMCO New York Municipal In... (PNI) | 27-Jun-24 | Acquisition (other) | 149 | -- | -- | 100% 0.15K to 0.3K | |
| 01-Jul-24 5:29 PM View: | PIMCO New York Municipal In... (PNI) | 27-Jun-24 | Disposition (other) | 149 | -- | -- | (50%) 0.3K to 0.15K | |
| 04-Jun-24 2:40 PM View: | Van Kampen Trust for Invest... (VGM) | 31-May-24 | Disposition (other) | 410 | -- | -- | (15%) 2.73K to 2.32K | |
| 04-Jun-24 2:44 PM View: | Morgan Stanley Quality Muni... (IQI) | 31-May-24 | Disposition (other) | 316 | -- | -- | (15%) 2.1K to 1.79K | |
| 04-Jun-24 2:41 PM View: | Van Kampen Municipal Opport... (VMO) | 31-May-24 | Disposition (other) | 552 | -- | -- | (15%) 3.68K to 3.12K | |
| 04-Jun-24 2:42 PM View: | Morgan Stanley Insured Muni... (IIM) | 31-May-24 | Disposition (other) | 350 | -- | -- | (15%) 2.33K to 1.98K | |
| 29-Jan-24 5:26 PM View: | Pimco California Flexible M... (CAFLX) | 25-Jan-24 | Acquisition (other) | 250 | -- | -- | 100% 0.25K to 0.5K | |
| 29-Jan-24 5:26 PM View: | Pimco California Flexible M... (CAFLX) | 25-Jan-24 | Disposition (other) | 250 | -- | -- | (50%) 0.5K to 0.25K | |
| 21-Dec-23 4:31 PM View: | BlackRock Insured Municipal... (BYM) | 20-Dec-23 | Disposition (other) | 976 | -- | -- | (100%) 0.98K to 0 | |
| 21-Dec-23 4:23 PM View: | BlackRock Municipal Income ... (BLE) | 20-Dec-23 | Disposition (other) | 1,741 | -- | -- | (100%) 1.74K to 0 | |
| 21-Dec-23 4:23 PM View: | BlackRock Municipal Income ... (BFK) | 20-Dec-23 | Disposition (other) | 1,541 | -- | -- | (100%) 1.54K to 0 | |
| 21-Dec-23 4:23 PM View: | BlackRock MuniVest Fund, Inc. (MVF) | 20-Dec-23 | Disposition (other) | 1,536 | -- | -- | (100%) 1.54K to 0 | |
| 21-Dec-23 4:17 PM View: | BlackRock MuniVest Fund II,... (MVT) | 20-Dec-23 | Disposition (other) | 777 | -- | -- | (100%) 0.78K to 0 | |
| 21-Dec-23 4:27 PM View: | BlackRock Investment Qualit... (BKN) | 20-Dec-23 | Disposition (other) | 678 | -- | -- | (100%) 0.68K to 0 | |
| 21-Dec-23 4:31 PM View: | BlackRock MuniYield Quality... (MQT) | 20-Dec-23 | Disposition (other) | 786 | -- | -- | (100%) 0.79K to 0 | |
| 21-Dec-23 4:27 PM View: | Blackrock MuniHoldings Fund... (MHD) | 20-Dec-23 | Disposition (other) | 2,140 | -- | -- | (100%) 2.14K to 0 | |
| 21-Dec-23 4:18 PM View: | BlackRock MuniHoldings Insu... (MUE) | 20-Dec-23 | Disposition (other) | 780 | -- | -- | (100%) 0.78K to 0 | |
| 28-Nov-23 5:50 PM View: | BlackRock Insured Municipal... (BYM) | 24-Nov-23 | Disposition (other) | 396 | -- | -- | (29%) 1.37K to 0.98K | |
| 28-Nov-23 5:29 PM View: | BlackRock MuniVest Fund, Inc. (MVF) | 24-Nov-23 | Disposition (other) | 902 | -- | -- | (37%) 2.44K to 1.54K | |
| 28-Nov-23 5:38 PM View: | BlackRock Municipal Income ... (BLE) | 24-Nov-23 | Disposition (other) | 1,286 | -- | -- | (42%) 3.03K to 1.74K | |
| 28-Nov-23 6:07 PM View: | BlackRock Municipal Income ... (BFK) | 24-Nov-23 | Disposition (other) | 1,167 | -- | -- | (43%) 2.71K to 1.54K | |
| 28-Nov-23 5:33 PM View: | BlackRock MuniVest Fund II,... (MVT) | 24-Nov-23 | Disposition (other) | 623 | -- | -- | (44%) 1.4K to 0.78K | |
| 28-Nov-23 5:42 PM View: | BlackRock MuniYield Quality... (MQT) | 24-Nov-23 | Disposition (other) | 379 | -- | -- | (33%) 1.17K to 0.79K |