MFS CHARTER INCOME TR

CUSIP: 552727109 Class: SH BEN INT

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (7)

Logan Stone Capital, LLC
Value ($000) $338 Shares 53,958
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
Value ($000) $73 Shares 11,590
Global Retirement Partners, LLC
Value ($000) $130 Shares 20,695
Pinnacle Wealth Planning Services, Inc.
Value ($000) $30 Shares 4,705
WOLVERINE ASSET MANAGEMENT LLC
Value ($000) $100 Shares 16,018
MILLENNIUM MANAGEMENT LLC
Value ($000) $76 Shares 12,114
BOK Financial Private Wealth, Inc.
Value ($000) $1 Shares 87

Increased Positions (11)

Shaker Financial Services, LLC
Value ($000) $2,513 (+4.0%) Shares 400,838 (+6.5%)
SIT INVESTMENT ASSOCIATES INC
Value ($000) $25 (+13.5%) Shares 3,993,082 (+16.2%)
ASHTON THOMAS SECURITIES, LLC
Value ($000) $556 (+36.0%) Shares 88,650 (+29.1%)
RIVERBRIDGE PARTNERS LLC
Value ($000) $1,212 (+85.5%) Shares 193,336 (+89.9%)
WELLS FARGO & COMPANY/MN
Value ($000) $1,322 (+46.0%) Shares 210,837 (+49.4%)
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $321 (+174.2%) Shares 51,228 (+180.7%)
BANK OF AMERICA CORP /DE/
Value ($000) $2,325 (+0.4%) Shares 370,741 (+2.8%)
ROYAL BANK OF CANADA
Value ($000) $215 (+22.9%) Shares 34,186 (+25.3%)
CoreCap Advisors, LLC
Value ($000) $284 (+4.9%) Shares 45,225 (+7.4%)
B. Riley Wealth Advisors, Inc.
Value ($000) $79 (+11.8%) Shares 12,608 (+14.5%)
Concurrent Investment Advisors, LLC
Value ($000) $134 (+2.2%) Shares 21,366 (+4.6%)

Decreased Positions (20)

Valley Brook Capital Group, Inc.
Value ($000) $131 (-14.6%) Shares 20,850 (-12.6%)
Pathstone Holdings, LLC
Value ($000) $2,218 (-21.7%) Shares 353,680 (-19.9%)
STIFEL FINANCIAL CORP
Value ($000) $751 (-28.9%) Shares 119,775 (-27.2%)
LPL Financial LLC
Value ($000) $525 (-39.1%) Shares 83,733 (-37.7%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $850 (+70562.2%) Shares 135,577 (-27.6%)
Invesco Ltd.
Value ($000) $3,091 (-8.3%) Shares 493,060 (-6.1%)
Steward Partners Investment Advisory, LLC
Value ($000) $6 (-92.9%) Shares 1,020 (-92.7%)
HighTower Advisors, LLC
Value ($000) $527 (-16.8%) Shares 84,120 (-14.8%)
UBS Group AG
Value ($000) $710 (-9.5%) Shares 113,210 (-7.3%)
Kestra Advisory Services, LLC
Value ($000) $636 (-8.0%) Shares 101,376 (-5.8%)
OSAIC HOLDINGS, INC.
Value ($000) $413 (-11.4%) Shares 65,802 (-9.6%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $657 (-6.5%) Shares 104,798 (-4.3%)
NewEdge Advisors, LLC
Value ($000) $706 (-5.7%) Shares 112,540 (-3.4%)
MAI Capital Management
Value ($000) $2 (-93.0%) Shares 281 (-92.8%)
READYSTATE ASSET MANAGEMENT LP
Value ($000) $116 (-13.2%) Shares 18,507 (-11.1%)
Cetera Investment Advisers
Value ($000) $109 (-8.5%) Shares 17,325 (-6.3%)
BENJAMIN EDWARDS INC
Value ($000) $221 (-3.7%) Shares 35,266 (-1.4%)
Ethos Financial Group, LLC
Value ($000) $136 (-3.3%) Shares 21,729 (-1.0%)
COMERICA BANK
Value ($000) $55 (-5.2%) Shares 8,766 (-2.9%)
Cambridge Investment Research Advisors, Inc.
Value ($000) $1 (-3.7%) Shares 117,318 (-1.4%)

Exited Positions (3)

GraniteShares Advisors LLC
Value ($000) $3,088 Shares 480,950
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Value ($000) $74 Shares 11,675
Advisory Services Network, LLC
Value ($000) $7 Shares 1,148