Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| VAN KAMPEN MUNICIPAL OPPORTUNITY TRUST | 2,500 | reported | 04 Sept 2025 | tx 4+3,676−4,852 |
| VAN KAMPEN TRUST FOR INVESTMENT GRADE MUNICIPALS | 1,823 | reported | 04 Sept 2025 | tx 4+2,733−3,643 |
| MORGAN STANLEY INSURED MUNICIPAL INCOME TRUST | 1,681 | reported | 04 Sept 2025 | tx 6+3,231−2,981 |
| Invesco Quality Municipal Income Trust | 1,521 | reported | 15 May 2026 | tx 7+3,042−3,860 |
| Nuveen California Quality Municipal Income Fund | 1,349 | reported | 17 Dec 2025 | tx 1−240 |
| PIMCO Flexible Municipal Income Fund | 1,000 | reported | 17 Nov 2022 | tx 3+1,250−1,000 |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND | 790 | reported | 01 Aug 2025 | tx 3+790−244 |
| Dreyfus Municipal Bond Infrastructure Fund, Inc. | 750 | reported | 02 Nov 2023 | tx 2+750−750 |
| MFS HIGH YIELD MUNICIPAL TRUST | 330 | reported | 01 May 2026 | tx 7+510−930 |
| MFS INVESTMENT GRADE MUNICIPAL TRUST | 252 | reported | 08 May 2026 | tx 6+372−608 |
1 purchase reported after at least 12 months of silence — most recent on 01 Jun 2017.