Sound Income Strategies, LLC

Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund

CIK 1730960 Ft Lauderdale, FL

Position in EXG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$360,290

-$36,196 QoQ

Shares Held

41,604

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sound Income Strategies, LLC holds $434,928,739 across 146 Asset Management names. EXG ranks #22 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTGC	Hercules Capital, Inc.	3,382,058	$49,952,996
2	ARCC	Ares Capital Corp	2,663,571	$47,997,549
3	GBDC	GOLUB CAPITAL BDC, Inc.	3,750,533	$47,481,747
4	TSLX	Sixth Street Specialty Lending, Inc.	2,571,052	$47,255,935
5	OBDC	Blue Owl Capital Corp	3,976,748	$43,982,832
6	BXSL	Blackstone Secured Lending Fund	1,720,419	$40,756,726
7	PFLT	PennantPark Floating Rate Capital Ltd.	4,940,809	$39,724,104
8	PFG	Principal Financial Group Inc	243,934	$21,980,892

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$360,290	41,604	0.0%	Shares	Sole	2026-04-27
2025-12-31	$396,486	41,604	+4359.2%	Shares	Sole	2026-01-21
2021-06-30	$9,516	933	0.0%	Shares	Sole	2021-07-13
2021-03-31	$8,676	933	0.0%	Shares	Sole	2021-04-14
2020-12-31	$8,182	933	0.0%	Shares	Sole	2021-01-11
2020-09-30	$6,866	933	0.0%	Shares	Sole	2020-10-08
2020-06-30	$6,885	933	0.0%	Shares	Sole	2020-07-13
2020-03-31	$5,952	933	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.