Strait & Sound Wealth Management LLC

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

CIK 1966210 SAN FRANCISCO, CA

Position in EXG

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$148,952

-$14,964 QoQ

Shares Held

17,200

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

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

Financial Services · as of Mar 31, 2026

Strait & Sound Wealth Management LLC holds $1,825,698 across 5 Asset Management names. EXG ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEF	Sprott Physical Gold & Silver Trust	12,822	$611,865
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	37,626	$518,862
3	PHYS	Sprott Physical Gold Trust	8,786	$311,375
4	NKX	Nuveen California Amt-Free Quality Municipal Income Fund	19,718	$234,644
5	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund This page	17,200	$148,952

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$148,952	17,200	0.0%	Shares	Sole	2026-05-18
2025-12-31	$163,916	17,200	0.0%	Shares	Sole	2026-02-04
2025-09-30	$156,520	17,200	0.0%	Shares	Sole	2025-10-21
2025-06-30	$150,500	17,200	0.0%	Shares	Sole	2025-07-31
2025-03-31	$140,008	17,200	0.0%	Shares	Sole	2025-05-16
2024-12-31	$140,524	17,200	0.0%	Shares	Sole	2025-02-18
2024-09-30	$149,984	17,200	0.0%	Shares	Sole	2024-11-18
2024-06-30	$145,340	17,200	0.0%	Shares	Sole	2024-08-14
2024-03-31	$140,352	17,200	0.0%	Shares	Sole	2024-05-10
2023-12-31	$132,784	17,200	0.0%	Shares	Sole	2024-02-08
2023-09-30	$126,764	17,200	0.0%	Shares	Sole	2023-11-16
2023-06-30	$136,224	17,200	-27.4%	Shares	Sole	2023-08-30
2023-03-31	$185,097	23,700	0.0%	Shares	Sole	2023-08-30
2022-12-31	$178,935	23,700	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.