MondegarAI
Karpus Management, Inc.

Q4 2025 · 13F-HR/A

Karpus Management, Inc.holdings as filed

Filed 2026-02-17 · accession 0001072613-26-000189

$3.26B
Reported value
214
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SH$265.2M8.15%422,908CommonSOLE
921937793BLVVANGUARD BD INDEX FD INC LONG TERM BOND$136.6M4.19%1,964,668CommonSOLE
09257P105BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST$105.4M3.24%4,618,725CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FUND INC$99.7M3.06%8,490,550CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$86.3M2.65%334,706CommonSOLE
464287200IVVISHARES CORE S&P500 ETF$72.5M2.23%105,868CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF$69.6M2.14%1,294,118CommonSOLE
03464A100FINSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST$68.0M2.09%5,151,041CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US$67.9M2.09%923,254CommonSOLE
95766Q106XWIAXWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT$67.3M2.07%8,143,596CommonSOLE
G1000R101AAMAA MISSION ACQ CRP; TNT ACQ DT: 8/1/2026; CASH: $10.05$61.0M1.87%5,717,512CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FUND$57.9M1.78%8,350,955CommonSOLE
09254L107MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND$57.1M1.75%5,389,509CommonSOLE
09249N101BLEBLACKROCK MUN INC TRUST II$51.1M1.57%4,897,546CommonSOLE
09248F109BLACKROCK MUNICIPAL INCOME TRUST$49.7M1.53%4,953,591CommonSOLE
921937835BNDVANGUARD BD INDEX FD INC TOTAL BND MRKT$49.3M1.51%665,035CommonSOLE
670699107QQQXNUVEEN NAS100 DYN OVERWRT FD$47.7M1.46%1,670,779CommonSOLE
36242H104XGDVXGABELLI DIVD & INCOME TR COM$45.9M1.41%1,651,516CommonSOLE
464287440IEFISHARES LEHMAN 7-10YR TREAS$45.8M1.41%476,221CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND$44.4M1.36%3,075,844CommonSOLE
922907712VCRMVANGUARD CORE TAX EXEMPT BOND ETF$41.9M1.29%554,144CommonSOLE
09255C106BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND INC$37.5M1.15%3,663,762CommonSOLE
G5451A103LEGTLEGATO ACQ CRP III; TNT ACQ DT: 2/08/2026; CASH: $10.00$36.3M1.11%3,333,541CommonSOLE
670656107NRKNUVEEN NY AMT FREE MUN INCOME COM$35.7M1.10%3,536,744CommonSOLE
922908736VUGVANGUARD GROWTH ETF$35.6M1.09%72,958CommonSOLE
46434V738IEURISHARES TR CORE MSCI EURO$34.6M1.06%488,052CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$34.3M1.05%379,849CommonSOLE
27827X101EIMEATON VANCE MUN BD FD COM$34.1M1.05%3,506,586CommonSOLE
233368109KTFDWS MUNICIPAL INCOME TRUST$33.8M1.04%3,715,549CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$31.7M0.97%84,998CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$31.6M0.97%94,356CommonSOLE
921935870VTESVANGUARD SHORT-TERM TAX-EXEMPT BOND ETF$26.7M0.82%262,800CommonSOLE
G2847J104DMAADRUGS MADE IN AMERICA ACQ CRP: 4/28/2026; CASH: $10.05$26.3M0.81%2,538,642CommonSOLE
128125101CSQCALAMOS STRAT TOT RETURN FD$25.8M0.79%1,345,804CommonSOLE
G75389109RFAIRF ACQUISITION CORP II. TNT ACQ DT: 11/21/2025; CASH: $10.05$25.7M0.79%2,397,033CommonSOLE
G4035N103GPATGP-ACT III ACQ CRP; TNT ACQ DT: 5/10/2026; CASH: $10.00$24.9M0.77%2,331,866CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC$24.3M0.75%2,455,847CommonSOLE
G7314B104QSEAQUARTZSEA ACQ CRP; TNT ACQ DT: 6/18/2026; CASH: $10.00$23.2M0.71%2,263,880CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF$23.0M0.71%275,400CommonSOLE
G86880104TAVITAVIA ACQ CRP; TNT ACQ DT: 6/4/2026; CASH: $10.05$22.9M0.70%2,193,702CommonSOLE
09258G104BSTBLACKROCK SCIENCE & TECH TR$22.0M0.68%543,547CommonSOLE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$21.9M0.67%399,770CommonSOLE
09247F209BKTBLACKROCK INCOME TR INC COM$20.6M0.63%1,861,660CommonSOLE
78468R739SHMSPDR SER TR NUVN BR SHT MUNI$19.1M0.59%398,706CommonSOLE
G0131Y100ANSCAGRICULTURE & NATURAL SOLUTIONS ACQ CRP; TNT ACQ DT: 11/10/2025; CASH: $10.00$18.9M0.58%1,685,893CommonSOLE
92204A702VGTVANGUARD WORLD FDS INF TECH ETF$18.8M0.58%24,977CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD$18.6M0.57%3,517,079CommonSOLE
27828U106ETOEATON VANCE TAX-ADV GLOBAL DIV OPP FUND$18.6M0.57%612,728CommonSOLE
G8431T101SIMASIM ACQ CRP; TNT ACQ DT8/30/2024 7/12/2026; CASH $10.00$18.4M0.56%1,735,497CommonSOLE
09249E101BHKBLACKROCK CORE BD TR SHS BEN INT$18.1M0.55%1,883,365CommonSOLE
G5354C107LKSPLAKE SUPERIOR ACQ CRP; TNT ACQ DT: 4/7/2027; CASH: $10.00$17.7M0.54%1,782,358CommonSOLE
09248l106BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$16.8M0.51%1,653,365CommonSOLE
01864u106ALLIANCE NATIONAL MUNICIPAL INCOME FUND$16.7M0.51%1,539,698CommonSOLE
G24243100COPLCOPLEY ACQ CRP; TNT ACQ DT: 4/30/2027; CASH: $10.05$15.7M0.48%1,535,003CommonSOLE
464286509EWCISHARES MSCI CDA ETF$15.5M0.48%286,858CommonSOLE
27829C105ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$15.1M0.46%1,635,014CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPAN ETF$14.9M0.46%226,543CommonSOLE
G9877L107CHARCHARLTON ASIA ACQ CRP; TNT ACQ DT: 04/24/2026; CASH: $10.025$14.9M0.46%1,423,967CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST$14.8M0.45%2,513,036CommonSOLE
69374H709GCOWPACER GLOBAL CASH COWS DIVIDEND$14.6M0.45%353,352CommonSOLE
12811L107CHWCALAMOS GLOBAL DYNAMIC INCOME FUND$14.4M0.44%1,941,888CommonSOLE
G52443119KVACKEEN VISION ACQ CRP; TNT ACQ DT: 4/25/2024; CASH: $10.13$14.4M0.44%1,224,460CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DIVIDEND TRUST$14.3M0.44%1,222,780CommonSOLE
27829F108XEXGXEATON VANCE TAX-MAN GLOBAL EQUITY FUND$14.0M0.43%1,467,837CommonSOLE
G52258111KFIIK&F GROWTH ACQ CRP; TNT ACQ DT: 11/05/2026; CASH: $10.05$13.7M0.42%1,328,387CommonSOLE
72200N106XPCQXPIMCO CALIFORNIA MUNICIPAL INC$13.6M0.42%1,554,343CommonSOLE
464286608EZUISHARES EMU ETF$13.5M0.41%210,019CommonSOLE
G01336109AIIAAI INFRASTRUCTURE ACQ CRP; TNT ACQ DT: 4/3/2027; CASH: $10.00$12.3M0.38%1,241,923CommonSOLE
G6005T101MKLYMCKINLEY ACQ CRP; TNT ACQ DT: 8/12/2027; CASH: $10.00$12.2M0.38%1,226,785CommonSOLE
G6004G100MACIMELAR ACQ CRP; TNT ACQ DT: 6/18/2025; CASH: $10.00$12.2M0.37%1,145,155CommonSOLE
G5S86M100LPAALAUNCH ONE ACP CRP; TNT ACQ DT: 7/12/2026; CASH: $10.00$11.8M0.36%1,115,800CommonSOLE
530158104USALIBERTY ALL-STAR EQUITY FUND$11.5M0.35%1,830,510CommonSOLE
55273C107MINMFS INTER INCOME TR SH BEN INT$11.4M0.35%4,385,724CommonSOLE
G5501C109CUBLIONHEART HOLDINGS ACQ CRP; TNT ACQ DT: 6/18/2026; CASH $10.00$11.4M0.35%1,076,675CommonSOLE
G2851K104DMIIDRUGS MADE IN AMERICA ACQ CRP II; TNT ACQ DT: 9/25/2027; CASH: $10.00$11.3M0.35%1,143,625CommonSOLE
27828G107XEVTXEATON VANCE TAX-ADV DVD INC$10.8M0.33%430,276CommonSOLE
G6001J107IPEXINFLECTION POINT ACQUISITION CORP. V$10.5M0.32%1,016,543CommonSOLE
617468103XCAFXMS CHINA A SHARE$9.7M0.30%556,731CommonSOLE
G3933N116GTERAGLOBA TERRA ACQ CRP; TNT ACQ DT: 10/08/2026; CASH: $10.00$9.7M0.30%956,762CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC COM$9.6M0.30%855,995CommonSOLE
27828s101EATON VANCE TAX-ADV GLOBAL DIV INCOME FUND$9.6M0.30%417,229CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND$9.6M0.29%1,641,368CommonSOLE
G3037D105EMISEMMIS ACQ CRP; TNT ACQ DT: 3/25/2027; CASH: $10.00$9.1M0.28%913,836CommonSOLE
46429B523EDENISHARES MSCI DENMARK ETF$8.9M0.27%77,516CommonSOLE
G8089R100PGACPANTAGES CAPITAL ACQUISITION C$8.8M0.27%844,700CommonSOLE
464286772EWYISHARES MSCI SOUTH KOREA IND$8.7M0.27%89,087CommonSOLE
09253W104XMYDXBLACKROCK MUNIYIELD FUND, INC.$8.6M0.26%815,853CommonSOLE
G67751100ORIQORIGIN ACQ CRP; TNT ACQ DT: 7/1/2027; CASH: $10.10$8.3M0.25%819,444CommonSOLE
26433C105DPGDuff & Phelps Utility & Inc$8.3M0.25%651,743CommonSOLE
G1514D101YHNAYHN ACQ CRP; TNT ACQ DT: 12/18/2025; CASH: $10.05$8.1M0.25%767,026CommonSOLE
12664M103NOEMCO2 ENERGY TRANSITION ACQ CRP; TNT ACQ DT: 5/21/2026; CASH: $10.05$8.0M0.25%780,246CommonSOLE
G2086N105CHECCHENGHE ACQ CRP III; TNT ACQ DT: 3/16/2027; CASH: $10.00$7.9M0.24%795,850CommonSOLE
464287861IEVISHARES EUROPE ETF$7.9M0.24%115,456CommonSOLE
G3530C109FSHPFLAG SHIP ACQ CRP; TNT ACQ DT: 6/18/2025; CASH $10.00$7.9M0.24%736,350CommonSOLE
G5304D106KCHVKOCHAV DEFENSE ACQ CRP; TNT ACQ DT: 11/28/2026; CASH: $10.00$7.7M0.24%764,019CommonSOLE
09254F100MQYBLACKROCK MUNIYIELD QUALITY$7.7M0.24%683,812CommonSOLE
G6858G107OBAOXLEY BRIDGE ACQ CRP; TNT ACQ DT: 6/25/2027; CASH: $10.00$7.7M0.24%766,400CommonSOLE
56064Q107MEGIMainStay CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND$7.7M0.24%558,942CommonSOLE
G7576K107RDACRising Dragon Acquisition Corp$7.7M0.24%736,550CommonSOLE
G6375X104NMPNMP ACQ CRP; TNT ACQ DT: 1/2/2027; CASH: $10.00$7.7M0.24%767,290CommonSOLE
09254G108XMQTXBLACKROCK MUNIYELD QUALITY FUND II$7.5M0.23%746,841CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALITY FUND II INC$7.3M0.22%726,931CommonSOLE
G93A7H104VACHVOYAGER ACQ CRP; TNT ACQ DT: 8/9/2026; CASH: $10.05$7.1M0.22%667,716CommonSOLE
46434v621ISHARES CORE DIVIDEND GROWTH ETF$7.1M0.22%102,418CommonSOLE
G2574F119CRACCROWN RESERVE ACQUSITION CORP$7.1M0.22%713,825CommonSOLE
G7134A104PLMKPLUM ACQ CRP IV; TNT ACQ DT: 7/15/2026; CASH: $10.10$7.0M0.22%672,200CommonSOLE
464286400EWZISHARES BRAZIL ETF$6.9M0.21%217,760CommonSOLE
G6861F104OYSEOYSTER ENTERPRICES ACQ CRP II; TNT ACQ DT: 5/22/2027; CASH: $10.00$6.8M0.21%673,111CommonSOLE
G1331A108BACCBLUE ACQ CRP; TNT ACQ DT: 03/13/2027; CASH: $10.00$6.7M0.20%652,415CommonSOLE
G4791J106INACINDIGO ACQ CRP; TNT ACQ DT: 03/30/2027; CASH: $10.00$6.6M0.20%658,772CommonSOLE
G04819101ENHAA PARADISE ACQ CRP; TTNT ACQ DT: 7/30/2027; CASH: $10.00$6.6M0.20%654,061CommonSOLE
G6301B101MLACMOUNTAIN LAKE ACQ CRP; TNT ACQ DT: 6/13/2026; CASH: $10.05$6.5M0.20%620,220CommonSOLE
G9580A109VNMEVENDOME ACQ CRP; TNT ACQ DT: 7/1/2027; CASH: $10.00$6.4M0.20%639,753CommonSOLE
G9008W105TDACTRIDENT ACQ CORP; TNT ACQ DATE: 11/30/19; CASH $10.20$6.4M0.20%613,425CommonSOLE
47109U104JOFJAPAN SMALLER CAPTLZTN FD INC COM$6.3M0.19%566,415CommonSOLE
G6439S109NTWONEWBURY STREET ACQ CRP II; TNT ACQ DT: 10/31/2026; CASH: $10.05$6.0M0.19%578,387CommonSOLE
G82745103SOULSOULPOWER ACQ CRP; TNT ACQ DT: 4/2/2027; CASH: $10.00$5.9M0.18%582,640CommonSOLE
092479104BLACKROCK MUNICIPAL INCOME QUALITY TRUST$5.9M0.18%539,666CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND INC$5.9M0.18%951,272CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES$5.8M0.18%141,658CommonSOLE
G0R38G104XRPNARMADA ACQ CRP II; TNT ACQ DT: 5/16/2027; CASH: $10.00$5.6M0.17%547,500CommonSOLE
09247d105BLACKROCK MINVESTMENT QALITY MUNICIPAL TRUST$5.5M0.17%493,618CommonSOLE
92840R101NFJVirtus DVD Intrst & PRM STR$5.3M0.16%413,044CommonSOLE
G87890102TVAITHAYER VENTURES ACQ CRP II; TNT ACQ DT:3/15/2027; CASH:$10.00$5.3M0.16%523,600CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR SH BEN INT$5.1M0.16%1,686,089CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$5.1M0.16%274,910CommonSOLE
G37068106FVNFUTURE VISION ACQ CRP II; TNT ACQ DT: 03/21/2026; CASH: $10.05$5.1M0.16%480,644CommonSOLE
G1771C101ALISCALISA ACQ CRP; TNT ACQ DT: 4/22/2027; CASH: $10.00$5.0M0.15%500,375CommonSOLE
G7387B106QUMSQUANTUMSPHERE ACQ CRP; TNT ACQ DT: 2/6/2027; CASH: $10.00$4.9M0.15%494,350CommonSOLE
G7117W107PACHPIONEER ACQ CRP; TNT ACQ DT: 6/18/2027; CASH: $10.00$4.8M0.15%481,088CommonSOLE
09260K101BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II$4.8M0.15%212,726CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC SHORT TRM BOND$4.8M0.15%60,295CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FUND II$4.7M0.15%438,019CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVS FD COM$4.3M0.13%173,700CommonSOLE
410123103JHSJOHN HANCOCK INCOME SECURITIES TRUST$4.3M0.13%369,608CommonSOLE
92835W107ZTRVIRTUS GLOBAL DIVIDEND & INCOME FUND$4.3M0.13%677,225CommonSOLE
644465106GFNEW GERMANY FUND$4.2M0.13%368,998CommonSOLE
874036106TWNTAIWAN FD INC COM$4.1M0.13%77,700CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fund III$4.1M0.13%375,708CommonSOLE
G8192J102SPEGSILVER PEGASUS ACQ CRP; TNT ACQ DT: 1/15/2027; CASH: $10.00$4.1M0.12%404,542CommonSOLE
19842X109STKCOLUMBIA SELIGMAN PREMIUM TECH$3.8M0.12%103,580CommonSOLE
G8901A103TACHTITAN ACQ CRP; TNT ACQ DT: 4/8/2027; CASH: $10.05$3.7M0.11%356,100CommonSOLE
G32168109EURKEUREKA ACQ CRP; TNT ACQ DT: 1/12/2026; CASH $10.00$3.6M0.11%326,275CommonSOLE
G17564108CRAQCAL REDWOOD ACQ CRP; TNT ACQ DT: 5/23/2027; CASH:$10.00$3.5M0.11%346,940CommonSOLE
G6993G103PELICAN ACQ CRP; TNT ACQ DT: 8/23/2026; CASH: $10.00$3.5M0.11%344,025CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND II$3.3M0.10%263,585CommonSOLE
003011111IAFABRDN AUSTRALIA EQUITY FUND$3.3M0.10%251,962CommonSOLE
G0R38G120XRPNUARMADA CQ CRP UNIT II; TNT ACQ DT: 5/16/2027; CASH: $10.00$3.2M0.10%299,800CommonSOLE
337318109FFAFirst Trust ENH Equity Inc$3.1M0.10%142,180CommonSOLE
G5353S103LCCCLAKESHORE ACQ CRP III; TNT ACQ DT: 7/30/2026; CASH:$10.00$3.1M0.09%301,350CommonSOLE
09248E102XBFZXBLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST$3.1M0.09%285,799CommonSOLE
G93Y0A104UYSCUY SCUTI ACQ CRP; TNT ACQ DT: 9/30/2026; CASH: $10.00$3.1M0.09%298,856CommonSOLE
G8475V103SVCCSTELLAR V CAPITAL ACQ CRP; TNT ACQ DT: 6/20/2026; CASH: $10.07$3.1M0.09%295,500CommonSOLE
G1993W109CAPNCAYSON ACQ CRP; TNT ACQ DT:9/20/2025; CASH: $10.00$3.0M0.09%284,189CommonSOLE
G8118C124SDHISIDDHI ACQ CRP; TNT ACQ DT: 4/1/2027; CASH: $10.05$2.8M0.09%270,650CommonSOLE
G7375C108RANGRANGE CAPITAL ACQ CRP; TNT ACQ DT: 6/20/2026; CASH: $10.05$2.8M0.08%265,540CommonSOLE
G82617104SOCASOLARIUS ACQ CRP; TNT ACQ DT: 4/16/2027; CASH: $10.05$2.7M0.08%268,615CommonSOLE
G1368E106BLUWBLUE WATER ACQ CRP III; TNT ACQ DT: 06/10/2027; CASH: $10.00$2.7M0.08%259,820CommonSOLE
G5S87A105LPBBLAUNCH TWO ACQ CRP; TNT ACQ DT: 01/7/2026; CASH: $10.05$2.7M0.08%255,750CommonSOLE
G26745102POLEANDRETTI ACQ CRP II; TNT ACQ DT: 9/6/2026; CASH: $10.05$2.5M0.08%238,950CommonSOLE
G7552W109RIBBRIBBON ACQ CRP; TNT ACQ DT: 1/15/2026; CASH: $10.00$2.3M0.07%218,287CommonSOLE
g4036c106GRAF INDUSTRIAL ACQ CORP; TNT ACQ DT: 9/7/2020; CASH $10.00$2.1M0.06%195,400CommonSOLE
48249T106KIOKKR INCOME OPPORTUNITIES FUND$2.0M0.06%175,388CommonSOLE
G2254C105CCIIUCOHEN CIRCLE ACQ CRP UNIT II; TNT ACQ DT: 7/1/2027; CASH: $10.00$1.8M0.06%175,150CommonSOLE
G8193F109SZZLSIZZLE ACQ CRP II; TNT ACQ DT: 4/2/2027; CASH: $10.00$1.8M0.06%179,733CommonSOLE
95790A101IGIWESTERN ASSET INV GRA DEF OP$1.8M0.06%109,933CommonSOLE
G1069P103BSAABEST SPAC ACQ CRP; TNT ACQ DT: 12/13/2026; CASH: $10.00$1.7M0.05%171,195CommonSOLE
746922103PMOPUTNAM MUNI OPPORTUNITIES$1.7M0.05%161,566CommonSOLE
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$1.7M0.05%33,922CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$1.6M0.05%2,390CommonSOLE
G7490F119RTACURENATUS TACTICAL ACQ CRP UNIT; TNT ACQ DT: 5/15/2027; CASH: $10.025$1.6M0.05%145,494CommonSOLE
G3852D107GSHRGESHER ACQ CRP; TNT ACQ DT: 12/21/2026; CASH: $10.03$1.5M0.05%149,000CommonSOLE
G2867S109IPODDUNE ACQ CRP; TNT ACQ DT: 8/7/2026; CASH:$10.02$1.5M0.05%146,000CommonSOLE
G0701G125BDCIUBTC DEVELOPMENT ACQ CRP UNIT; TNT ACQ DT: 4/16/2027; CASH: $10.05$1.5M0.05%146,650CommonSOLE
G2124S108CHPGCHAMPIONSGATE ACQ CRP; TNT ACQ DT: 11/27/2026; CASH: $10.05$1.4M0.04%137,980CommonSOLE
G3473K100FIGXFIGX CAPITAL ACQ CRP; TNT ACQ DT: 6/27/2027; CASH: $10.00$1.1M0.03%112,766CommonSOLE
G6486E102NHICNEWHOLD INVESTMENT ACQ CRP III; TNT ACQ DT: 2/28/2027; CASH: $10.05$1.1M0.03%101,800CommonSOLE
G2853N106DTSQDT CLOUD STAR ACQ CRP; TNT ACQ DT: 10/25/2025; CASH: $10.05$1.0M0.03%96,600CommonSOLE
G0750N104AXINAXIOM INTELLGENCE ACQ CRP; TNT ACQ DT: 6/18/2027; CASH: $10.00$1.0M0.03%102,500CommonSOLE
G4330A103HAVAHARVARD AVE ACQ CRP; TNT ACQ DT: 4/30/2027; CASH:$10.00$984,5600.03%99,150CommonSOLE
G85096108APACSTONEBRIDGE ACQ CRP II; TNT ACQ DT: 4/3/2027; CASH: $10.00$962,9110.03%96,775CommonSOLE
67190B104OAKUOAK WOODS ACQ CRP; TNT ACQ DT: 3/24/2024; CASH: $10.175$928,0700.03%76,700CommonSOLE
G7633M104DRDBROMAN DBDR ACQ CRP II; TNT ACQ DT: 12/17/2026; CASH: $10.05$910,8000.03%87,325CommonSOLE
G3864J100GIWGIGCAPITAL8 ACQ CRP ; TNT ACQ DT: 10/6/2027; CASH: $10.00$889,6060.03%89,950CommonSOLE
G01341109AFJKAIMEI ACQ CRP; TNT ACQ DT: 12/02/2024; CASH: $10.10$887,7130.03%78,075CommonSOLE
35088F107FORLFOUR LEAF ACQ CRP; TNT ACQ DT: 3/17/2024; CASH: $10.30$843,7020.03%73,238CommonSOLE
594918104MSFTMICROSOFT CORP COM$822,1540.03%1,700CommonSOLE
67090X107JCENUVEEN CORE EQUITY ALPHA FUND COM$782,2870.02%49,077CommonSOLE
532457108LLYLILLY ELI & CO COM$730,7820.02%680CommonSOLE
68389X105ORCLORACLE CORP COM$691,9310.02%3,550CommonSOLE
G3106N109FTWEQV VENTURES ACQ CRPV; TNT ACQ DT: 8/7/2026; CASH: $10.00$690,2420.02%65,800CommonSOLE
64124P101NBHNUEBERGER BERMAN MUNICIPAL FUND INC$690,1740.02%68,199CommonSOLE
G1000S109YCYAA MISSION ACQ CRP II; TNT ACQ DT: 10/1/2027; CASH: $10.00$664,4890.02%66,850CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$574,7800.02%6,290CommonSOLE
G7309T102PAIIPYROPHYTE ACQ CRP; TNT ACQ DT: 7/17/2027; CASH: $10.00$503,0000.02%50,000CommonSOLE
G04104116APXTUAPEX TREASURY ACQ CRP UNIT; TNT ACQ DT: 10/28/2027; CASH: $10.00$497,2470.02%49,675CommonSOLE
437076102HDHOME DEPOT INC COM$481,7400.01%1,400CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$443,9880.01%6,605CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US$398,4170.01%5,935CommonSOLE
704326107PAYXPAYCHEX INC$369,0720.01%3,290CommonSOLE
464287226AGGISHARES LEHMAN AGG BOND FUND$343,0880.01%3,435CommonSOLE
G2295P107COLACOLUMBUS ACQ CRP; TNT ACQ DT: 1/22/2026; CASH: $10.00$315,7850.01%30,399CommonSOLE
00301w105ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC$286,6290.01%40,947CommonSOLE
G53426105LAFALAFAYETTE ACQUISTION CORP$273,1410.01%27,590CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$261,6660.01%1,855CommonSOLE
254687106DISDISNEY WALT CO COM DISNEY$252,0010.01%2,215CommonSOLE
23334J107DTFDTF TAX-FREE INCOME INC COM$240,1740.01%21,031CommonSOLE
00287Y109ABBVABBVIE INC COM$239,9150.01%1,050CommonSOLE
031162100AMGNAMGEN INC COM$222,5710.01%680CommonSOLE
G4814G121DYORUINSIGHT DIGITAL PARTNERS ACQ CRP II UNIT; TNT ACQ DT: 10/29/2027; CASH: $10.00$196,8690.01%19,550CommonSOLE
746853100PPTPUTNAM PREMIER INCOME TRUST$154,0320.00%43,512CommonSOLE
G3R25N108LATAGALATA ACQ CRP II; TNT ACQ DT: 9/19/2027; CASH: $10.00$148,8000.00%15,000CommonSOLE
00326l100ABERDEEN TOTAL DYNAMIC DIVID$133,0390.00%13,645CommonSOLE
G2616F101BCARD BORAL ARC ACQ CRP; TNT ACQ DT: 4/30/2027; CASH: $10.00$105,3150.00%10,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.