MFS CHARTER INCOME TR

CUSIP: 552727109 Class: SH BEN INT

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,366 Value ($000) $134 Avg Close — Range —
Q3 2025
Shares 20,420 Value ($000) $131 Avg Close — Range —
Q2 2025
Shares 33,086 Value ($000) $210 Avg Close — Range —
Q1 2025
Shares 42,634 Value ($000) $267 Avg Close — Range —
Q4 2024
Shares 41,671 Value ($000) $266 Avg Close — Range —
Q3 2024
Shares 40,671 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 38,347 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 18,486 Value ($000) $117 Avg Close — Range —
Q4 2023
Shares 18,486 Value ($000) $119 Avg Close — Range —