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9258 Wealth Management, LLC
> MCR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | MFS CHARTER INCOME TRUST | MCR | 41,057 | -2,253 | 259,073,000 | -13,346,000 | $6,310.08 |
| 03/31/2023 | MFS CHARTER INCOME TRUST | MCR | 43,310 | -4,167 | 272,419,000 | -19,567,000 | $6,289.98 |
| 12/31/2022 | MFS CHARTER INCOME TRUST | MCR | 47,477 | -14,806 | 291,986,000 | 291,615,000 | $6,150.05 |
| 09/30/2022 | MFS CHARTER INCOME TRUST | MCR | 62,283 | -1,698 | 371,000 | -32,000 | $5.96 |
| 06/30/2022 | MFS CHARTER INCOME TRUST | MCR | 63,981 | -4,422 | 403,000 | -99,000 | $6.30 |
| 03/31/2022 | MFS CHARTER INCOME TRUST | MCR | 68,403 | 387 | 502,000 | -78,000 | $7.34 |
| 12/31/2021 | MFS CHARTER INCOME TRUST | MCR | 68,016 | -1,731 | 580,000 | -20,000 | $8.53 |
| 09/30/2021 | MFS CHARTER INCOME TRUST | MCR | 69,747 | -2,091 | 600,000 | -28,000 | $8.60 |
| 06/30/2021 | MFS CHARTER INCOME TRUST | MCR | 71,838 | -5,914 | 628,000 | -36,000 | $8.74 |
| 03/31/2021 | MFS CHARTER INCOME TRUST | MCR | 77,752 | -1,980 | 664,000 | -35,000 | $8.54 |
| 12/31/2020 | MFS CHARTER INCOME TRUST | MCR | 79,732 | -3,895 | 699,000 | 17,000 | $8.77 |
| 09/30/2020 | MFS CHARTER INCOME TRUST | MCR | 83,627 | -16,141 | 682,000 | -111,000 | $8.16 |
| 06/30/2020 | MFS CHARTER INCOME TRUST | MCR | 99,768 | -237 | 793,000 | 27,000 | $7.95 |
| 03/31/2020 | MFS CHARTER INCOME TRUST | MCR | 100,005 | -16,707 | 766,000 | -217,000 | $7.66 |
| 12/31/2019 | MFS CHARTER INCOME TRUST | MCR | 116,712 | -841 | 983,000 | 6,000 | $8.42 |
| 09/30/2019 | MFS CHARTER INCOME TRUST | MCR | 117,553 | -1,903 | 977,000 | 3,000 | $8.31 |
| 06/30/2019 | MFS CHARTER INCOME TRUST | MCR | 119,456 | -6,970 | 974,000 | -25,000 | $8.15 |
| 03/31/2019 | MFS CHARTER INCOME TRUST | MCR | 126,426 | -1,527 | 999,000 | 61,000 | $7.90 |
| 12/31/2018 | MFS CHARTER INCOME TRUST | MCR | 127,953 | 127,953 | 938,000 | 938,000 | $7.33 |
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