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Insider activity — SWZTotal Return Securities Fund

4 Form 4 filings for SWZ between 2026-07-22 and 2026-08-25, from 2 filers. 4 discretionary (0 sales, 4 purchases). 3 of 4 state a filing-level total, summing to $41,731; the rest report only their largest transaction, so the true figure is higher. Prices ran $6 to $6.

Filings 4 Filers 2 Discretionary 4 Routine 0 Structured 2/4

Filings
FiledFilerRoleAction Shares
largest txn
Price Filing totalTxns
2026-08-25 Das Rajeev P purchased 1,700 $5.93 $18,181 2
2026-08-12 SELL MORITZ A purchased 1,000 $5.91
2026-07-24 SELL MORITZ A purchased (open market) 2,000 $5.86 $14,770 2
2026-07-22 SELL MORITZ A purchased (open market) 1,000 $5.93 $8,780 2
4 filings · 2 filers · disclosed totals only $41,731 (3/4)
Elsewhere