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GOLDSTEIN PHILLIP

PCF · DIRECTOR
SWZ · Secretary

Companies Traded

2

Total Buys

12

$539K

Total Sells

0

$0

Net Position

+$539K

Net Buyer

Company Activity

Company Role Buys Sells Holdings Last Activity
SWZ Total Return Securities Fund
Secretary
6
$300K
0
$0
113,234
$677K
Mar 18, 2026
PCF HIGH INCOME SECURITIES FUND
DIRECTOR
6
$239K
0
$0
41,353
$226K
Mar 18, 2026

Recent Transactions

SWZ BUY

Total Return Securities Fund

Shares

10,000

Price

$6

Total Value

$60K

Date

Mar 18, 2026

PCF BUY

HIGH INCOME SECURITIES FUND

Shares

17,905

Price

$5

Total Value

$98K

Date

Mar 18, 2026

SWZ BUY

Total Return Securities Fund

Shares

10,000

Price

$6

Total Value

$60K

Date

Mar 5, 2026

SWZ BUY

Total Return Securities Fund

Shares

5,000

Price

$6

Total Value

$30K

Date

Mar 3, 2026

SWZ BUY

Total Return Securities Fund

Shares

5,000

Price

$6

Total Value

$31K

Date

Feb 23, 2026

SWZ BUY

Total Return Securities Fund

Shares

10,000

Price

$6

Total Value

$61K

Date

Feb 6, 2026

PCF BUY

HIGH INCOME SECURITIES FUND

Shares

10,000

Price

$6

Total Value

$61K

Date

Feb 3, 2026

PCF BUY

HIGH INCOME SECURITIES FUND

Shares

7,514

Price

$6

Total Value

$45K

Date

Feb 2, 2026

SWZ BUY

Total Return Securities Fund

Shares

10,000

Price

$6

Total Value

$59K

Date

Jan 30, 2026

PCF BUY

HIGH INCOME SECURITIES FUND

Shares

2,500

Price

$6

Total Value

$15K

Date

Dec 18, 2025

PCF BUY

HIGH INCOME SECURITIES FUND

Shares

800

Price

$6

Total Value

$5K

Date

Dec 17, 2025

PCF BUY

HIGH INCOME SECURITIES FUND

Shares

2,487

Price

$6

Total Value

$15K

Date

Dec 16, 2025

Trading Timeline

First Transaction

Dec 16, 2025

Latest Transaction

Mar 18, 2026