JOSEPH R. PALOMBO - Corporate Board Profile

MFS HIGH INCOME MUNICIPAL TRUST

Filing Date	Source Excerpt
2001-08-06	Joseph R. Palombo(4) 2000 Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. (Liberty Financial) since August, 2000; Executive Vice President and Director of Colonial Management Associates, Inc. (Colonial) since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group LLC (LFG) since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of Stein Roe Mutual Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April 1999 to August, 2000; Chief Operating Officer, Putnam Mutual Funds from 1994 to 1998). Mr. Palombo is an "interested person" as defined in the Investment Company Act because he is an affiliate of each Fund's investment advisor and an employee of certain affiliates of the Advisor. Mr. Palombo did not receive compensation because he was an affiliated Trustee and employee of the Advisor.
2002-04-25	Joseph R. Palombo Trustee and CHIMT - 2000 Chief Operating Officer of Columbia Management Group, Inc. since November, 2001; formerly Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. from August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated since April, 1999; Executive Vice President and Director of Colonial since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group, LLC since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of the Stein Roe Mutual Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April, 1999 to August, 2000; Chief Operating Officer and Chief Compliance Officer, Putnam Mutual Funds from December, 1993 to March, 1999).

Filing Date

Source Excerpt

2001-08-06

Joseph R. Palombo(4) 2000 Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. (Liberty Financial) since August, 2000; Executive Vice President and Director of Colonial Management Associates, Inc. (Colonial) since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group LLC (LFG) since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of Stein Roe Mutual Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April 1999 to August, 2000; Chief Operating Officer, Putnam Mutual Funds from 1994 to 1998). Mr. Palombo is an "interested person" as defined in the Investment Company Act because he is an affiliate of each Fund's investment advisor and an employee of certain affiliates of the Advisor. Mr. Palombo did not receive compensation because he was an affiliated Trustee and employee of the Advisor.

2002-04-25

Joseph R. Palombo Trustee and CHIMT - 2000 Chief Operating Officer of Columbia Management Group, Inc. since November, 2001; formerly Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. from August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated since April, 1999; Executive Vice President and Director of Colonial since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group, LLC since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of the Stein Roe Mutual Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April, 1999 to August, 2000; Chief Operating Officer and Chief Compliance Officer, Putnam Mutual Funds from December, 1993 to March, 1999).

MFS HIGH YIELD MUNICIPAL TRUST

Filing Date	Source Excerpt
2002-04-25	Joseph R. Palombo* Trustee and CHIMT - 2000 Chief Operating Officer of 103 None (Age 48) Chairman of CIGMT - 2000 Columbia Management Group, the Board CIITI - 2000 Inc. since November, 2001; CCAIMF - 2000 formerly Chief Operations CIMF - 2000 Officer of Mutual Funds, CNYIMF - 2000 Liberty Financial CMIT - 2000 Companies, Inc. from CIHIF - 2000 August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated (Stein Roe) since April, 1999; Executive Vice President and Director of Colonial since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group, LLC (LFG) since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of the Stein Roe Mutual * Mr. Mayer is an "interested person" (as defined in the Investment Company Act of 1940, as amended) by reason of his affiliation with WR Hambrecht + Co., a registered broker-dealer. Mr. Palombo is an interested person because he is an employee of Columbia Management Group, Inc., an affiliate of Colonial.

Filing Date

Source Excerpt

2002-04-25

Joseph R. Palombo* Trustee and CHIMT - 2000 Chief Operating Officer of 103 None (Age 48) Chairman of CIGMT - 2000 Columbia Management Group, the Board CIITI - 2000 Inc. since November, 2001; CCAIMF - 2000 formerly Chief Operations CIMF - 2000 Officer of Mutual Funds, CNYIMF - 2000 Liberty Financial CMIT - 2000 Companies, Inc. from CIHIF - 2000 August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated (Stein Roe) since April, 1999; Executive Vice President and Director of Colonial since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group, LLC (LFG) since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of the Stein Roe Mutual * Mr. Mayer is an "interested person" (as defined in the Investment Company Act of 1940, as amended) by reason of his affiliation with WR Hambrecht + Co., a registered broker-dealer. Mr. Palombo is an interested person because he is an employee of Columbia Management Group, Inc., an affiliate of Colonial.

MFS INTERMEDIATE HIGH INCOME FUND

Filing Date

Source Excerpt

2001-08-06

2002-04-25

Joseph R. Palombo Trustee and Chairman of the Board CHIMT - 2000 CIGMT - 2000 CIITI - 2000 CCAIMF - 2000 CIMF - 2000 CNYIMF - 2000 CMIT - 2000 CIHIF - 2000; Chief Operating Officer of Columbia Management Group, Inc. since November, 2001; No compensation from the funds.

2003-05-01

Joseph R. Palombo* Trustee, CHIMT -- 2000 Chief Operating Officer of 92 (Age 50) Chairman of CIGMT -- 2000 Columbia Management the Board CIITI -- 2000 Group, Inc. (Columbia and CCAIMF -- 2000 Management) since November, President CIMF -- 2000 2001 and Chief Operating CNYIMF -- 2000 Officer of the Advisor since CMIT -- 2000 August, 2002; formerly Chief CIHIF -- 2000 Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. from August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated (Stein Roe) since April, 1999; Director of Stein Roe since September, 2000; President of the Liberty Funds since February, 2003; Trustee and Chairman of the Board of the Stein Roe Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April, 1999 to August, 2000; Chief Operating Officer and Chief Compliance Officer, Putnam Mutual Funds from December, 1993 to March, 1999). Joseph R. Palombo* None (Age 50) Joseph R. Palombo(c) N/A N/A

MFS INVESTMENT GRADE MUNICIPAL TRUST

Filing Date	Source Excerpt
2001-08-06	Joseph R. Palombo(4) 2000 Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. (Liberty Financial) since August, 2000; Executive Vice President and Director of Colonial Management Associates, Inc. (Colonial) since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group LLC (LFG) since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of Stein Roe Mutual Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April 1999 to August, 2000; Chief Operating Officer, Putnam Mutual Funds from 1994 to 1998).
2002-04-25	Joseph R. Palombo* Trustee and CHIMT - 2000 Chief Operating Officer of 103 None (Age 48) Chairman of CIGMT - 2000 Columbia Management Group, the Board CIITI - 2000 Inc. since November, 2001; CCAIMF - 2000 formerly Chief Operations CIMF - 2000 Officer of Mutual Funds, CNYIMF - 2000 Liberty Financial CMIT - 2000 Companies, Inc. from CIHIF - 2000 August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated (Stein Roe) since April, 1999; Executive Vice President and Director of Colonial since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group, LLC (LFG) since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of the Stein Roe Mutual * Mr. Mayer is an "interested person" (as defined in the Investment Company Act of 1940, as amended) by reason of his affiliation with WR Hambrecht + Co., a registered broker-dealer. Mr. Palombo is an interested person because he is an employee of Columbia Management Group, Inc., an affiliate of Colonial.
2003-05-01	Joseph R. Palombo* Trustee, CHIMT -- 2000 Chief Operating Officer of 92 (Age 50) Chairman of CIGMT -- 2000 Columbia Management the Board CIITI -- 2000 Group, Inc. (Columbia and CCAIMF -- 2000 Management) since November, President CIMF -- 2000 2001 and Chief Operating CNYIMF -- 2000 Officer of the Advisor since CMIT -- 2000 August, 2002; formerly Chief CIHIF -- 2000 Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. from August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated (Stein Roe) since April, 1999; Director of Stein Roe since September, 2000; President of the Liberty Funds since February, 2003; Trustee and Chairman of the Board of the Stein Roe Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April, 1999 to August, 2000; Chief Operating Officer and Chief Compliance Officer, Putnam Mutual Funds from December, 1993 to March, 1999). Joseph R. Palombo* None (Age 50) * Mr. Palombo is an interested person of the Funds because he is an employee of Columbia Management, an affiliate of the Fund's investment advisor, Columbia Management Advisers, Inc. Joseph R. Palombo(c) N/A N/A (c) Mr. Palombo does not receive compensation from the funds in the Liberty Fund Complex because he is an employee of Columbia Management Group, Inc. which is an affiliate of the Fund's investment advisor, Columbia Management.

Data sourced from SEC filings. Last updated: 2025-12-06