Historical shareholding details of Plante Moran Financial Advisors LP holdings in XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT)

Monthly changes of Plante Moran Financial Advisors LP shareholding in XAI Octagon Floating Rate & Alternative Income Term Trust over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Plante Moran Financial Advisors Lp	8,508	0.01%

Mar 31, 2025	Plante Moran Financial Advisors Lp	8,508	0.01%

Dec 31, 2024	Plante Moran Financial Advisors Lp	8,508	0.01%

Sep 30, 2024	Plante Moran Financial Advisors Lp	8,508	0.02%

Jun 30, 2024	Plante Moran Financial Advisors Lp	8,508	0.02%

Mar 31, 2024	Plante Moran Financial Advisors Lp	0	0.00%

Dec 31, 2023	Plante Moran Financial Advisors Lp	0	0.00%

Sep 30, 2023	Plante Moran Financial Advisors Lp	8,508	0.02%

Jun 30, 2023	Plante Moran Financial Advisors Lp	8,508	0.02%

Mar 31, 2023	Plante Moran Financial Advisors Lp	8,414	0.02%

Dec 31, 2022	Plante Moran Financial Advisors Lp	8,147	0.02%