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Insider Trading & Ownership of PHILLIP GOLDSTEIN

Location
Pleasantville, NY
Summary
The estimated net worth of PHILLIP GOLDSTEIN is at least $1,319,302 dollars as of 10 Feb 2026. PHILLIP GOLDSTEIN is the Chairman and Secretary, Director of SPECIAL OPPORTUNITIES FUND, INC. and owns shares of SPECIAL OPPORTUNITIES FUND, INC. (SPE) stock worth about $538.6K. PHILLIP GOLDSTEIN is the Director of Total Return Securities Fund and owns shares of Total Return Securities Fund (SWZ) stock worth about $503.3K. PHILLIP GOLDSTEIN is the Director, Affiliate of the Adviser of HIGH INCOME SECURITIES FUND and owns shares of HIGH INCOME SECURITIES FUND (PCF) stock worth about $141.9K. PHILLIP GOLDSTEIN is the Director of MEXICO EQUITY & INCOME FUND INC and owns shares of MEXICO EQUITY & INCOME FUND INC (MXE) stock worth about $75.7K. PHILLIP GOLDSTEIN is the 10%+ Owner of MFS INVESTMENT GRADE MUNICIPAL TRUST and owns shares of MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) stock worth about $59.9K.
Signature
/s/ Stephanie Darling, Power of Attorney for Phillip Goldstein
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Ownership of PHILLIP GOLDSTEIN

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
SPE, SPE-PC SPECIAL OPPORTUNITIES FUND, INC. Chairman and Secretary, Director $538,574 -$33,900 -5.9% 22 Aug 2025
SWZ Total Return Securities Fund Director $503,263 +$119,900 +31% 06 Feb 2026
PCF HIGH INCOME SECURITIES FUND Director, Affiliate of the Adviser $141,860 -$39,149 -22% 02 Feb 2026
MXE MEXICO EQUITY & INCOME FUND INC Director $75,715 15 Oct 2021
CXH MFS INVESTMENT GRADE MUNICIPAL TRUST 10%+ Owner $59,890 13 Feb 2024
DMF BNY MELLON MUNICIPAL INCOME, INC. Director 12 Jun 2024
LRFC Logan Ridge Finance Corp. 10%+ Owner 13 Mar 2025
NDP TORTOISE ENERGY INDEPENDENCE FUND, INC. 10%+ Owner 30 Apr 2021

Insider Transactions Reported by PHILLIP GOLDSTEIN:

Sym Company Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.