Trade Summary

5 months ago, Goldstein Phillip, serving as Dir at Total Return Securities Fund (SWZ), purchased 10,000 shares at $6.07 per share, for a total transaction value of $60,700.00. Following this transaction, Goldstein Phillip now holds 82,910 shares of SWZ.

This purchase represents a 14.00% increase in Goldstein Phillip's stake in the company. This is considered a high-conviction trade given the significant change in ownership.

The trade was executed on Friday, February 6, 2026 and publicly disclosed via SEC Form 4 filing on Tuesday, February 10, 2026 at 4:05 PM ET, 4 days after the trade was made.