MFS INVT GRADE MUN TR

CUSIP: 59318B108 Class: SH BEN INT

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (2)

Focus Partners Wealth
Value ($000) $2,166 Shares 272,431
Pathstone Holdings, LLC
Value ($000) $85 Shares 10,651

Increased Positions (7)

Bulldog Investors, LLP
Value ($000) $9,551 (+23.9%) Shares 1,201,345 (+22.5%)
RIVERNORTH CAPITAL MANAGEMENT, LLC
Value ($000) $4,019 (+8.4%) Shares 505,483 (+7.2%)
Hennion & Walsh Asset Management, Inc.
Value ($000) $895 (+130.6%) Shares 112,637 (+128.0%)
BANK OF AMERICA CORP /DE/
Value ($000) $2,052 (+289.9%) Shares 258,068 (+285.5%)
MORGAN STANLEY
Value ($000) $1,341 (+143.0%) Shares 168,737 (+140.3%)
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $140 (+13.0%) Shares 17,668 (+11.7%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $265 (+6.1%) Shares 33,378 (+4.9%)

Decreased Positions (6)

Almitas Capital LLC
Value ($000) $3,617 (-5.7%) Shares 454,909 (-6.7%)
SIT INVESTMENT ASSOCIATES INC
Value ($000) $1 (-71.2%) Shares 110,998 (-71.5%)
OSAIC HOLDINGS, INC.
Value ($000) $341 (-29.6%) Shares 42,893 (-33.2%)
ROTHSCHILD INVESTMENT LLC
Value ($000) $183 (-9.4%) Shares 22,975 (-10.4%)
UBS Group AG
Value ($000) $86 (-3.3%) Shares 10,815 (-4.4%)
WELLS FARGO & COMPANY/MN
Value ($000) $143 (-1.3%) Shares 17,993 (-2.4%)

Exited Positions (5)

Kovitz Investment Group Partners, LLC
Value ($000) $2,123 Shares 270,133
GPS Wealth Strategies Group, LLC
Value ($000) $53 Shares 6,775
Independence Bank of Kentucky
Value ($000) $5 Shares 648
JONES FINANCIAL COMPANIES LLLP
Value ($000) $3 Shares 419
Ameritas Advisory Services, LLC
Value ($000) $1 Shares 144