497 1 3_31_sai_sticker.htm
SUPPLEMENT TO THE STATEMENT OF ADDITIONAL INFORMATION

The date of this supplement is May 18, 2021.

For the MFS® Funds listed below:

MFS® ALABAMA MUNICIPAL BOND FUND
MFS® MUNICIPAL INTERMEDIATE FUND
MFS® ARKANSAS MUNICIPAL BOND FUND
MFS® NEW YORK MUNICIPAL BOND FUND
MFS® CALIFORNIA MUNICIPAL BOND FUND
MFS® NORTH CAROLINA MUNICIPAL BOND FUND
MFS® GEORGIA MUNICIPAL BOND FUND
MFS® PENNSYLVANIA MUNICIPAL BOND FUND
MFS® MARYLAND MUNICIPAL BOND FUND
MFS® SOUTH CARONLINA MUNICIPAL BOND FUND
MFS® MASSACHUSETTS MUNICIPAL BOND FUND
MFS® TENNESSEE MUNICIPAL BOND FUND
MFS® MISSISSIPPI MUNICIPAL BOND FUND
MFS® VIRGINIA MUNICIPAL BOND FUND
MFS® MUNICIPAL INCOME FUND
MFS® WEST VIRGINIA MUNICIPAL BOND FUND
   
Effective May 18, 2021, the “Ticker Symbols” table on the cover page is amended to include the following:
Fund
Ticker Symbols
Class
A
Class
B
Class
C
Class
I
Class A1
Class B1
Class
R6
MFS® Municipal Series Trust
              
MFS® Municipal Intermediate Fund
MIUAX
N/A
MIUCX
MIUIX
N/A
N/A
MIURX

Effective immediately, the following sentences are added to the paragraph following the "Ticker Symbol" table:
In addition, this SAI should be read in conjunction with the Prospectus dated May 18, 2021, for MFS Municipal Intermediate Fund, as may be amended or supplemented from time to time. MFS Municipal Intermediate Fund had not commenced operations as of the fiscal year ended March 31, 2021; therefore, no Financial Statements nor Financial Highlights for such Fund are incorporated by reference into this SAI.
MFS Municipal Intermediate Fund's fiscal year end is March 31. Certain information for MFS Municipal Intermediate Fund as of March 31, 2020, is not included in this Statement of Additional Information because the Fund had not commenced operations as of that date.
Effective May 18, 2021, the first paragraph of the sub-section entitled “Organization of the Fund” under the main heading entitled “MANAGEMENT OF THE FUND” is restated in its entirety as follows:
Organization of the Fund
MFS Alabama Municipal Bond Fund, MFS Arkansas Municipal Bond Fund, MFS California Municipal Bond Fund, MFS Georgia Municipal Bond Fund, MFS Maryland Municipal Bond Fund, MFS Massachusetts Municipal Bond Fund, MFS Mississippi Municipal Bond Fund, MFS Municipal Income Fund, MFS Municipal Intermediate Fund, MFS New York Municipal Bond Fund, MFS North Carolina Municipal Bond Fund, MFS Pennsylvania Municipal Bond Fund, MFS South Carolina Municipal Bond Fund, MFS Tennessee Municipal Bond Fund, MFS Virginia Municipal Bond Fund, and MFS West Virginia Municipal Bond Fund, each an open-end investment company, are series of MFS Municipal Series Trust, a Massachusetts business trust organized in 1984. MFS Alabama Municipal Bond Fund, MFS Arkansas Municipal Bond Fund, MFS California Municipal Bond Fund, MFS Georgia Municipal Bond Fund, MFS Maryland Municipal Bond Fund, MFS Massachusetts Municipal Bond Fund, MFS Municipal Income Fund, MFS Municipal Intermediate Fund, MFS New York Municipal Bond Fund, MFS North Carolina Municipal Bond Fund, MFS Pennsylvania Municipal Bond Fund, MFS South Carolina Municipal Bond Fund, MFS Tennessee Municipal Bond Fund, and MFS Virginia Municipal Bond Fund, are diversified funds. MFS Mississippi Municipal Bond Fund and MFS West Virginia Municipal Bond Fund are non-diversified funds.
Effective May 18, 2021, the following paragraph is added to the section under the sub-heading “Investment Advisory Agreement” within the sub-section entitled “Investment Adviser” under the main heading entitled “MANAGEMENT OF THE FUND”:
For MFS Municipal Intermediate Fund, the management fee set forth in the Investment Advisory Agreement is 0.35% of the Fund's average daily net assets annually up to $1 billion; 0.325% of the Fund's average daily net assets in excess of $1 billion and up to $2.5 billion; and 0.30% of the Fund's average daily net assets annually in excess of $2.5 billion. MFS has agreed in writing to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the Fund's Board. MFS has agreed in writing to bear the Fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, and investment-related expenses (such as interest and borrowing expenses incurred in connection with the Fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 0.70% of the class' average daily net assets annually for Class A shares, 1.45% of the class' average daily net assets annually for Class C shares, 0.45% of the class' average daily net assets annually for Class I shares, and 0.38% of the class' average daily net assets annually for Class R6 shares.


1044394          1                       JULY-SAI-COMBINED-SUP-I-051821
This written agreement will continue until modified by the Fund's Board, but such agreement will continue until at least July 31, 2022.

Effective May 18, 2021, the following is added to the end of the section entitled “INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM(S) AND FINANCIAL STATEMENTS”:
Deloitte & Touche LLP also serves as the independent registered public accounting firm for MFS Municipal Intermediate Fund, providing audit and related services, tax return review, and assistance in connection with various SEC filings.
MFS Municipal Intermediate Fund had not commenced operations as of the fiscal year ended March 31, 2021; therefore, no Financial Statements nor Financial Highlights for such Fund are incorporated by reference into this SAI.
Effective May 18, 2021, the section entitled "APPENDIX A – TRUSTEES AND OFFICERS – IDENTIFICATION AND BACKGROUND" is restated in its entirety as follows:
The Trustees and Officers of the Trust, as of May 1, 2021, are listed below, together with their principal occupations during the past five years (their titles may have varied during that period). The address of each Trustee and Officer is 111 Huntington Avenue, Boston, Massachusetts 02199-7618.

TRUSTEES
Name, Age
Position(s)
Held with
Fund
Trustee
Since(1)
Number of MFS
Funds Overseen
by the Trustee
Principal Occupations
During the Past
Five Years
Other Directorships
During the Past
Five Years(2)
INTERESTED TRUSTEES
Robert J. Manning(3)
age 57
Trustee
February 2004
135
Massachusetts Financial Services Company, Non-Executive Chairman (since January 2021); Director; Chairman of the Board; Executive Chairman (January 2017-2020); Co-Chief Executive Officer (2015-2016)
  
Michael W. Roberge(3)
age 54
Trustee
January 2021
135
Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director;  President (until December 2018); Chief Investment Officer (until December 2018); Co-Chief Executive Officer (until December 2016)
  
INDEPENDENT TRUSTEES
John P. Kavanaugh
age 66
Trustee and Chair of Trustees
January 2009
135
Private investor
  
Steven E. Buller
age 69
Trustee
February 2014
135
Private investor
  
John A. Caroselli
age 66
Trustee
March 2017
135
Private investor; JC Global Advisors, LLC (management consulting), President (since 2015)
  
Maureen R. Goldfarb
age 66
Trustee
January 2009
135
Private investor
  




1044394          2                       JULY-SAI-COMBINED-SUP-I-051821
Name, Age
Position(s)
Held with
Fund
Trustee
Since(1)
Number of MFS
Funds Overseen
by the Trustee
Principal Occupations
During the Past
Five Years
Other Directorships
During the Past
Five Years(2)
Peter D. Jones
age 64
Trustee
January
2019
135
Private investor
  
James W. Kilman, Jr.
age 59
Trustee
January
2019
135
Burford Capital Limited (finance and investment management), Chief Financial Officer (since 2019); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016); Morgan Stanley & Co. (financial services), Vice Chairman of Investment Banking, Co-Head of Diversified Financials Coverage -  Financial Institutions Investment Banking Group (until 2016)
alpha-En Corporation, Director (2016 - 2019)
Clarence Otis, Jr.
age 65
Trustee
March 2017
135
Private investor
VF Corporation, Director; Verizon Communications, Inc., Director; The Travelers Companies, Director
Maryanne L. Roepke
age 65
Trustee
May 2014
135
Private investor
  
Laurie J. Thomsen
age 63
Trustee
March 2005
135
Private investor
The Travelers Companies, Director; Dycom Industries, Inc., Director
OFFICERS
Name, Age
Position(s)
Held with
Fund
Officer Since(1)
Number of MFS Funds for which the Person is an Officer
Principal Occupations
During the Past
Five Years
Other Directorships
During the Past
Five Years(2)
Christopher R. Bohane(3)
age 47
Assistant Secretary and Assistant Clerk
July 2005
135
Massachusetts Financial Services Company, Senior Vice President and Associate General Counsel
  
Kino P. Clark(3)
age 52
Assistant Treasurer
 
January 2012
135
Massachusetts Financial Services Company, Vice President
 
 
 
 
  
John W. Clark, Jr.(3)
age 54
Assistant Treasurer
April 2017
135
Massachusetts Financial Services Company, Vice President (since March 2017); Deutsche Bank (financial services), Department Head – Treasurer's Office (until  February 2017)
  


1044394          3                       JULY-SAI-COMBINED-SUP-I-051821
Name, Age
Position(s)
Held with
Fund
Officer Since(1)
Number of MFS Funds for which the Person is an Officer
Principal Occupations
During the Past
Five Years
Other Directorships
During the Past
Five Years(2)
Thomas H. Connors(3)
age 61
Assistant Secretary and Assistant Clerk
September 2012
135
Massachusetts Financial Services Company, Vice President and Senior Counsel
  
David L. DiLorenzo(3)
age 52
President
July 2005
135
Massachusetts Financial Services Company, Senior Vice President
  
Heidi W. Hardin(3)
age 53
Secretary and Clerk
April 2017
135
Massachusetts Financial Services Company, Executive Vice President and General Counsel (since March 2017); Harris Associates (investment management), General Counsel (until January 2017)
  
Brian E. Langenfeld(3)
age 48
Assistant Secretary and Assistant Clerk
June 2006
135
Massachusetts Financial Services Company, Vice President and Senior Counsel
  
Amanda S. Mooradian(3)
age 42
Assistant
Secretary and Assistant Clerk
September 2018
135
Massachusetts Financial Services Company, Assistant Vice President and Senior Counsel
  
Susan A. Pereira(3)
age 50
Assistant Secretary and Assistant Clerk
July 2005
135
Massachusetts Financial Services Company, Vice President and Assistant General Counsel
  
Kasey L. Phillips(3)
age 50
Assistant Treasurer
September 2012
135
Massachusetts Financial Services Company, Vice President
  
Matthew A. Stowe(3)
age 46
Assistant Secretary and Assistant Clerk
October 2014
135
Massachusetts Financial Services Company, Vice President and Assistant General Counsel
  
Martin J. Wolin(3)
age 53
Chief Compliance Officer
July 2015
135
Massachusetts Financial Services Company, Senior Vice President and Chief Compliance Officer
  
James O. Yost(3)
age 60
Treasurer
September 1990
135
Massachusetts Financial Services Company, Senior Vice President
  
 (1)
Date first appointed to serve as Trustee/Officer of an MFS Fund. Each Trustee has served continuously since appointment unless indicated otherwise.  For the period from December 15, 2004 until February 22, 2005, Mr. Manning served as Advisory Trustee. From January 2012 through December 2016, Messrs. DiLorenzo and Yost served as Treasurer and Deputy Treasurer of the Funds, respectively.
 (2)
Directorships or trusteeships of companies required to report to the SEC (i.e., “public companies”).
 (3)
“Interested person” of the Trust within the meaning of the Investment Company Act of 1940 (referred to as the 1940 Act), which is the principal federal law governing investment companies like the Fund, as a result of position with MFS. The address of MFS is 111 Huntington Avenue, Boston, Massachusetts 02199-7618.

Each Trustee (other than Messrs. Jones, Kilman, and Roberge) has been elected by shareholders and each Trustee and Officer holds office until his or her successor is chosen and qualified or until his or her earlier death, resignation, retirement or removal. Mr. Roberge became a Trustee of the Fund on January 1, 2021, and Messrs. Jones and Kilman became Trustees of the Fund on January 1, 2019. The Trust does not hold annual meetings for the purpose of electing Trustees, and Trustees are not elected for fixed terms.  Under the terms of the Board's retirement policy, an

1044394          4                       JULY-SAI-COMBINED-SUP-I-051821
Independent Trustee shall retire at the end of the calendar year in which he or she reaches the earlier of 75 years of age or 15 years of service on the Board (or, in the case of any Independent Trustee who joined the Board prior to 2015, 20 years of service on the Board).
Each of the Interested Trustees and certain Officers hold comparable officer positions with certain affiliates of MFS.
The following provides an overview of the considerations that led the Board to conclude that each individual serving as a Trustee of the Trust should so serve.  The current members of the Board have joined the Board at different points in time since 2004.  Generally, no one factor was decisive in the original selection of an individual to join the Board.  Among the factors the Board considered when concluding that an individual should serve on the Board were the following: (i) the individual’s business and professional experience and accomplishments; (ii) the individual's ability to work effectively with the other members of the Board; (iii) the individual’s prior experience, if any, serving on the boards of public companies (including, where relevant, other investment companies) and other complex enterprises and organizations; and (iv) how the individual’s skills, experience and attributes would contribute to an appropriate mix of relevant skills and experience on the Board.
In respect of each current Trustee, the individual’s substantial professional accomplishments and prior experience, including, in some cases, in fields related to the operations of the Fund, were a significant factor in the determination that the individual should serve as a Trustee of the Trusts.  Following is a summary of each Trustee’s professional experience and additional considerations that contributed to the Board’s conclusion that an individual should serve on the Board:
Interested Trustees:
Robert J. Manning
Mr. Manning is Non-Executive Chairman of MFS (the MFS Funds’ investment adviser) and is Chairman of its Board. He has substantial executive and investment management experience, having worked for MFS for over 30 years.
Michael W. Roberge
Mr. Roberge is Chairman and Chief Executive Officer of MFS (the MFS Funds’ investment adviser) and is a member of the firm's Management Committee and Board of Directors. As Chief Executive Officer, Mr. Roberge sets the strategic priorities for MFS, leading a team responsible for the investment, distribution, finance, human resources, legal and technology functions at the firm.  He has substantial executive and investment management experience, having worked for MFS for over 20 years.

Independent Trustees:
Steven E. Buller, CPA
Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry.  Mr. Buller was the Chief Financial Officer and Managing Director of BlackRock, Inc. ("BlackRock"), where he oversaw BlackRock’s tax department, internal audit and control functions, and the global corporate and investment company accounting policy. Prior to joining BlackRock, Mr. Buller was an auditor at Ernst & Young LLP for over 30 years, where he served as Global Director of Asset Management and as the audit partner for various investment company complexes.  Mr. Buller was chairman of the Financial Accounting Standards Advisory Council, and was a member of the Standing Advisory Group of the Public Company Accounting Oversight Board.  He has also served on the boards of BlackRock Finco UK, a privately-held company, and Person-to-Person, a community service organization.
John A. Caroselli
Mr. Caroselli has substantial senior executive experience in the financial services industry. Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. He served as Executive Vice President and Chief Development Officer of First Capital Corporation, Executive Vice President and Chief Strategy Officer of KeySpan Corporation, and Executive Vice President of Corporate Development of AXA Financial. Mr. Caroselli also held senior officer positions with Chase Manhattan Corporation, Chemical Bank, and Manufacturers Hanover Trust.
Maureen R. Goldfarb
Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry.  She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc.  Prior to joining John Hancock, Ms. Goldfarb was a Senior Vice President with Massachusetts Mutual Life Insurance Company.  She also held various marketing, distribution, and portfolio management positions with other investment management firms.  Ms. Goldfarb is a former member of the Board of Governors of the Investment Company Institute.
Peter D. Jones
Mr. Jones has substantial senior executive, accounting and investment management experience at firms within the investment management industry.  Mr. Jones was the Chairman of Franklin Templeton Institutional, LLC and President of Franklin Templeton Distributors Inc.  Mr. Jones formerly was the President of IDEX Distributors, Inc., which oversaw the formation and launch of IDEX Mutual Funds (now part of Transamerica Funds).  Mr. Jones is a member of the Investment Advisory Council of the Florida State Board of Administration. Mr. Jones was formerly a CPA and served as Tax Manager at PricewaterhouseCoopers in Tampa, Florida and Atlanta, Georgia.  Mr. Jones is a member of the Investment Committee and a former trustee of the Florida State University Foundation.
John P. Kavanaugh
Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. He was the Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. Mr. Kavanaugh held research and portfolio management positions with Allmerica Financial and PruCapital, Inc. He previously served on the board of the Independent Directors Council, a unit of the Investment Company Institute which serves the mutual fund independent director community.
James W. Kilman, Jr.


1044394          5                       JULY-SAI-COMBINED-SUP-I-051821
Mr. Kilman has substantial senior executive and investment banking management experience at firms within the investment management industry.  Mr. Kilman is currently the Chief Financial Officer of Burford Capital Limited, a global finance and investment management firm focusing on the law, and the Chief Executive Officer of KielStrand Capital LLC, a family office merchant bank that makes and manages investments and oversees philanthropic activities.  Mr. Kilman formerly was the Vice Chairman, Co-Head of Diversified Financials Coverage in the Financial Institutions Banking Group at Morgan Stanley & Co.  Prior to joining Morgan Stanley, Mr. Kilman was Managing Director in the Advisory Group within the Fixed Income Division's Mortgage Department at Goldman Sachs & Co.  Mr. Kilman also held managerial and investment positions with ABN AMRO Inc. and PaineWebber Inc.
Clarence Otis, Jr.
Mr. Otis has substantial executive, financial, and board experience at publicly-traded and privately-held companies. Mr. Otis was the Chairman and Chief Executive Officer of Darden Restaurants, Inc., the world’s largest full-service restaurant company, and where he previously served in other senior positions at Darden Restaurants, including Chief Financial Officer and Executive Vice President. Mr. Otis is a director of VF Corporation, Verizon Communications, Inc., and The Travelers Companies.  He is a former director of the Federal Reserve Bank of Atlanta.
Maryanne L. Roepke
Ms. Roepke has substantial executive and compliance experience within the investment management industry.  She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc., where she worked for over 30 years. Ms. Roepke served on the board of the American Century SICAV, a mutual fund complex. She currently is a trustee of Rockhurst University. She is a former member of the Investment Company Institute’s Chief Compliance Officer Committee and Risk Management Advisory Committee.
Laurie J. Thomsen
Ms. Thomsen has substantial venture capital financing experience, as well as board experience at publicly-traded and privately-held companies.  Ms. Thomsen was a co-founding General Partner of Prism Venture Partners, a venture capital firm investing in healthcare and technology companies, and served as an Executive Partner of New Profit, Inc., a venture philanthropy firm.  Prior to that, she was a General Partner at Harbourvest Partners, a venture capital firm.  Ms. Thomsen is a director of The Travelers Companies, Inc. and Dycom Industries, Inc.

Effective May 18, 2021, the following is added to the table entitled "Trustee Compensation Table" under the main heading entitled "APPENDIX B – TRUSTEE COMPENSATION AND COMMITTEES":

 
  
Name and Position
 
  
Interested Trustees
Independent Trustees
Aggregate Compensation Paid by Fund
Robert J. Manning
Michael W. Roberge1
Robin A. Stelmach2
Steven E. Buller
John A. Caroselli
Maureen R. Goldfarb
Peter D. Jones
John P. Kavanaugh
James W. Kilman Jr.
Clarence Otis Jr.
Maryanne L. Roepke
Laurie J. Thomsen
 
MFS Municipal Intermediate Fund#
Not Applicable
Not Applicable
Not Applicable
$238
$238
$238
$238
$238
$238
$238
$238
$238
Total Trustee Compensation Paid by Fund and Fund Complex3
Not Applicable
Not Applicable
Not Applicable
$411,561
$405,311
$405,311
$395,311
$470,311
$399,311
$399,311
$409,311
$405,311
 
 
 
  
 
 
 
 
 
 
 
 
 
 
1
  
Mr. Roberge became a Trustee of the Fund on January 1, 2021.
              
 2
  
Ms. Stelmach retired as Trustee of the Fund on December 31, 2020.
              
3
  
 For the calendar year 2020 for 132 funds that paid Trustee compensation.
              
#
  
 Estimated amounts for the fiscal year ending March 31, 2022.
              

Effective May 18, 2021, the section entitled “APPENDIX C – SHARE OWNERSHIP” is restated in its entirety as follows:
Ownership By Trustees and Officers
As of April 13, 2021, the Trustees and Officers of the Trust as a group owned of record less than 1% of any class of the Fund's shares. The Board has adopted a policy requiring that each Independent Trustee shall have invested on an aggregate basis, within two years of membership on the Board, an amount equal to his or her prior calendar year’s base retainer and meeting attendance fees in shares of the MFS Funds.
The following table shows the dollar range of equity securities beneficially owned by each current Trustee in the Fund and, on an aggregate basis, in the MFS Funds, as of December 31, 2020. No Trustee owned shares of MFS Municipal Intermediate Fund as of December 31, 2020, because shares of MFS Municipal Intermediate Fun had not been offered for sale as of December 31, 2020.
The following dollar ranges apply:

N.  None
A.  $1 – $10,000
B.  $10,001 – $50,000
C.  $50,001 – $100,000

1044394          6                       JULY-SAI-COMBINED-SUP-I-051821
D.  Over $100,000

Name and Position
Dollar Range of Equity
Securities in MFS Alabama
Municipal Bond Fund
Dollar Range of Equity
Securities in MFS
Arkansas Municipal Bond
Fund
Dollar Range of Equity
Securities in MFS
California Municipal Bond Fund
Dollar Range of Equity
Securities in MFS Georgia Municipal Bond Fund
Interested Trustees
        
Robert J. Manning
N
N
N
N
Michael W. Roberge1
N
N
N
N
 
Independent Trustees
        
Steven E. Buller
N
N
N
N
John A. Caroselli
N
N
N
N
Maureen R. Goldfarb
N
N
N
N
Peter D. Jones
N
N
N
N
John P. Kavanaugh
N
N
N
N
James W. Kilman, Jr.
N
N
N
N
Clarence Otis, Jr.
N
N
N
N
Maryanne L. Roepke
N
N
N
N
Laurie J. Thomsen
N
N
N
N

Name and Position
Dollar Range of Equity
Securities in MFS Maryland
Municipal Bond Fund
Dollar Range of Equity
Securities in MFS
Massachusetts
Municipal Bond Fund
Dollar Range of Equity
Securities in MFS
Mississippi Municipal
Bond Fund
Dollar Range of Equity
Securities in MFS
Municipal Income Fund
Interested Trustees
        
Robert J. Manning
N
N
N
N
Michael W. Roberge1
N
N
N
N
 
Independent Trustees
        
Steven E. Buller
N
N
N
N
John A. Caroselli
N
N
N
N
Maureen R. Goldfarb
N
N
N
N
Peter D. Jones
N
N
N
N
John P. Kavanaugh
N
B
N
N
James W. Kilman, Jr.
N
N
N
B
Clarence Otis, Jr.
N
N
N
N
Maryanne L. Roepke
N
N
N
N
Laurie J. Thomsen
N
N
N
N















1044394          7                       JULY-SAI-COMBINED-SUP-I-051821
Name and Position
Dollar Range of Equity
Securities in MFS Municipal
Intermediate Fund
Dollar Range of Equity
Securities in MFS New
York Municipal Bond
Fund
Dollar Range of Equity
Securities in MFS North
Carolina Municipal Bond
Fund
Dollar Range of Equity
Securities in MFS
Pennsylvania Municipal
Bond Fund
Interested Trustees
        
Robert J. Manning
N
N
N
N
Michael W. Roberge1
N
N
N
N
 
Independent Trustees
        
Steven E. Buller
N
N
N
N
John A. Caroselli
N
N
N
N
Maureen R. Goldfarb
N
N
N
N
Peter D. Jones
N
N
N
N
John P. Kavanaugh
N
N
N
N
James W. Kilman, Jr.
N
B
N
N
Clarence Otis, Jr.
N
N
N
N
Maryanne L. Roepke
N
N
N
N
Laurie J. Thomsen
N
N
N
N

Name and Position
Dollar Range of Equity Securities in
MFS South Carolina Municipal Bond
Fund
Dollar Range of Equity Securities in
MFS Tennessee Municipal Bond Fund
Dollar Range of Equity Securities in
MFS Virginia Municipal Bond Fund
Interested Trustees
      
Robert J. Manning
N
N
N
Michael W. Roberge1
N
N
N
 
Independent Trustees
      
Steven E. Buller
N
N
N
John A. Caroselli
N
N
N
Maureen R. Goldfarb
N
N
N
Peter D. Jones
N
N
N
John P. Kavanaugh
N
N
N
James W. Kilman, Jr.
N
N
N
Clarence Otis, Jr.
N
N
N
Maryanne L. Roepke
N
N
N
Laurie J. Thomsen
N
N
N















1044394          8                       JULY-SAI-COMBINED-SUP-I-051821
Name and Position
Dollar Range of Equity Securities in MFS West Virginia
Municipal Bond Fund
Aggregate Dollar Range of Equity Securities in All MFS
Funds Overseen by Trustee
Interested Trustees
    
Robert J. Manning
N
D
Michael W. Roberge1
N
D
 
Independent Trustees
    
Steven E. Buller
N
D
John A. Caroselli
N
D
Maureen R. Goldfarb
N
D
Peter D. Jones
N
D
John P. Kavanaugh
N
D
James W. Kilman, Jr.
N
D
Clarence Otis, Jr.
N
D
Maryanne L. Roepke
N
D
Laurie J. Thomsen
N
D

1
Mr. Roberge became a Trustee of the Fund on January 1, 2021.
25% or Greater Ownership of the Fund
The following table identifies those investors who own 25% or more of the Fund’s voting shares as of April 13, 2021. Shareholders who own 25% or more of the Fund’s shares may have a significant impact on any shareholder vote of the Fund.

FUND NAME
PERCENTAGE
FUND
OWNERSHIP
NAME and ADDRESS of INVESTOR
MFS ALABAMA
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS ARKANSAS
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS CALIFORNIA
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS GEORGIA
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS MARYLAND
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS MASSACHUSETTS
        
MUNICIPAL BOND
        
FUND
None
None
    


1044394          9                       JULY-SAI-COMBINED-SUP-I-051821
FUND NAME
PERCENTAGE
FUND
OWNERSHIP
NAME and ADDRESS of INVESTOR
         
MFS MISSISSIPPI
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS MUNICIPAL
        
INCOME FUND
None
None
    
         
MFS NEW YORK
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS NORTH CAROLINA
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS PENNSYLVANIA
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS SOUTH CAROLINA
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS TENNESSEE
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS VIRGINIA
        
MUNICIPAL BOND
        
FUND
None
None
    
         
MFS WEST VIRGINIA
        
MUNICIPAL BOND
        
FUND
None
None
    

As of May 16, 2021, no shares of MFS Municipal Intermediate Fund were owned because the Fund had not yet commenced operations.

5% or Greater Ownership of Share Class
The following table identifies those investors who own of record or are known by a Fund to own beneficially 5% or more of any class of a Fund’s outstanding shares as of April 13, 2021.







1044394          10                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
MFS ALABAMA
        
MUNICIPAL BOND
        
FUND
        
CLASS A
48.83
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
9.06
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
6.83
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
6.26
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761
 
6.21
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
MFS ALABAMA
        
MUNICIPAL BOND
        
FUND
        
CLASS B
72.78
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
27.21
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
MFS ALABAMA
        
MUNICIPAL BOND
        
FUND
        
CLASS I
29.10
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
24.44
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
18.13
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
13.88
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
6.76
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
MFS ALABAMA
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
98.53
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS ARKANSAS
        
MUNICIPAL BOND
        
FUND
        
CLASS A
44.50
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
14.28
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
7.65
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
6.67
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
5.75
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
MFS ARKANSAS
        
MUNICIPAL BOND
        
FUND
        
CLASS B
40.06
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
22.24
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
18.20
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002

1044394          11                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
 
7.57
CHARLES SCHWAB & CO INC
211 MAIN STREET
SAN FRANCISCO CA  94105-1905
 
6.90
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761
MFS ARKANSAS
        
MUNICIPAL BOND
        
FUND
        
CLASS I
45.49
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
12.47
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
10.76
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
6.66
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
5.97
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
MFS ARKANSAS
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
98.58
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS CALIFORNIA
        
MUNICIPAL BOND
        
FUND
        
CLASS A
40.13
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
8.66
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
8.65
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
8.44
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761
 
5.07
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
MFS CALIFORNIA
        
MUNICIPAL BOND
        
FUND
        
CLASS B
32.61
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
16.54
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
13.45
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
9.06
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
5.91
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
MFS CALIFORNIA
        
MUNICIPAL BOND
        
FUND
        
CLASS C
27.43
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
15.44
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
12.22
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
10.33
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484

1044394          12                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
 
6.16
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
5.16
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761
MFS CALIFORNIA
        
MUNICIPAL BOND
        
FUND
        
CLASS I
26.01
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
20.76
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
11.22
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
11.06
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
8.68
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
5.84
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
5.35
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761
MFS CALIFORNIA
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
98.65
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS GEORGIA
        
MUNICIPAL BOND
        
FUND
        
CLASS A
72.77
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
5.54
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
MFS GEORGIA
        
MUNICIPAL BOND
        
FUND
        
CLASS B
46.18
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
20.27
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
18.44
PHILLIP L JACKSON
6094 SINGLETREE LN
WILLIAMSBURG MI  49690-8909
 
10.62
TAMMY L MINTON
139 E 143RD AVE
TAMPA FL  33613-2102
 
29.06
MFS HERITAGE TRUST COMPANY
111 HUNTINGTON AVE
BOSTON MA  02199-7632
MFS GEORGIA
        
MUNICIPAL BOND
        
FUND
        
CLASS I
25.37
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
14.67
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
14.63
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
8.13
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
6.39
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761


1044394          13                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
 
5.73
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
MFS GEORGIA
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
99.68
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS MARYLAND
        
MUNICIPAL BOND
        
FUND
        
CLASS A
35.91
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
13.98
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
7.09
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
6.78
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
6.02
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
5.85
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
MFS MARYLAND
        
MUNICIPAL BOND
        
FUND
        
CLASS B
47.89
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
17.51
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
15.28
DONALD F MUNSON
117 W MAGNOLIA AVE
HAGERSTOWN MD  21742-3348
 
5.43
STEVEN R STOUFFER
21664 NATIONAL PIKE
BOONSBORO MD  21713-1637
MFS MARYLAND
        
MUNICIPAL BOND
        
FUND
        
CLASS I
27.32
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
23.84
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
7.98
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
5.55
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
5.16
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
5.09
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
MFS MARYLAND
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
99.02
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS MASSACHUSETTS
        
MUNICIPAL BOND
        
FUND
        
CLASS A
26.74
NATIONAL FINANCIAL SERVICES LLC
 
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995


1044394          14                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
 
19.21
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
7.05
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
5.90
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
5.33
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761
 
5.29
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
MFS MASSACHUSETTS
        
MUNICIPAL BOND
        
FUND
        
CLASS B
19.03
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
17.07
RBC CAPITAL MARKETS LLC
510 MARQUETTE AVE S
MINNEAPOLIS MN  55402-1110
 
14.72
MILADEEN WYMAN
1607 HARTSVILLE NEW MARLBORO RD
NEW MARLBOROUGH MA  01230-2078
 
10.23
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
6.56
STIFEL NICOLAUS & CO INC
501 N BROADWAY
SAINT LOUIS MO  63102-2137
 
5.33
JON D CLEMENS
21 NORTHERN AVE
NORTHAMPTON MA  01060-2309
 
5.32
TODD A CLEMENS
33 WALKER AVENUE EXT
MILFORD MA  01757-2441
MFS MASSACHUSETTS
        
MUNICIPAL BOND
        
FUND
        
CLASS I
25.87
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
14.72
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
12.75
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
10.73
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
6.28
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
5.85
STEVEN R GORHAM &
DOROTHY L GORHAM
111 HUNTINGTON AVE
BOSTON MA  02199-7632
MFS MASSACHUSETTS
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
98.68
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS MISSISSIPPI
        
MUNICIPAL BOND
        
FUND
        
CLASS A
52.73
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
8.82
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
7.58
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
6.80
MORGAN STANLEY SMITH BARNEY
 
 
 
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901


1044394          15                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
MFS MISSISSIPPI
        
MUNICIPAL BOND
        
FUND
        
CLASS B
66.16
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
15.70
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
11.79
ED COSTELLO &
ANNIE M COSTELLO
4504 AROSE LN
MEMPHIS TN  38118-1111
 
5.17
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
MFS MISSISSIPPI
        
MUNICIPAL BOND
        
FUND
        
CLASS I
37.00
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
13.99
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
10.43
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
9.61
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
7.78
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761
MFS MISSISSIPPI
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
97.24
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS MUNICIPAL
        
INCOME FUND
        
CLASS A
43.32
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
37.24
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
MFS MUNICIPAL
        
INCOME FUND
        
CLASS B
14.30
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
13.20
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
10.22
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
5.12
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
5.39
MFS HERITAGE TRUST COMPANY
111 HUNTINGTON AVE
BOSTON MA  02199-7632
MFS MUNICIPAL
        
INCOME FUND
        
CLASS C
33.47
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
9.77
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
9.66
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
9.41
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
8.18
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484

1044394          16                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
MFS MUNICIPAL
        
INCOME FUND
        
CLASS I
25.10
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
17.44
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
16.11
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
15.19
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
5.79
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
MFS MUNICIPAL
        
INCOME FUND
        
CLASS A1
8.70
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
8.21
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
7.77
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
6.36
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
6.17
CHARLES SCHWAB & CO INC
211 MAIN STREET
SAN FRANCISCO CA  94105-1905
 
6.08
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
MFS MUNICIPAL
        
INCOME FUND
        
CLASS B1
73.81
MARY L O DORNE
350 CALLOWAY DR UNIT 214A
BAKERSFIELD CA  93312-2994
 
15.27
ALLEN W WHIRLEY
706 NW 9TH ST
GRAND RAPIDS MN  55744-2336
 
8.03
MICHAEL L HAYNES
8094 E BAYAUD AVE
DENVER CO  80230-9111
MFS MUNICIPAL
        
INCOME FUND
        
CLASS R6
95.56
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS NEW YORK
        
MUNICIPAL BOND
        
FUND
        
CLASS A
19.72
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
13.08
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
11.24
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
10.04
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
9.78
J P MORGAN SECURITIES LLC
4 CHASE METROTECH CTR
BROOKLYN NY  11245-0003
 
7.07
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
6.28
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
5.20
LPL FINANCIAL
 
 
 
 
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091


1044394          17                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
MFS NEW YORK
        
MUNICIPAL BOND
        
FUND
        
CLASS B
14.28
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
9.83
CHARLES SCHWAB & CO INC
211 MAIN STREET
SAN FRANCISCO CA  94105-1905
 
9.80
CHANDRU MALKANI &
JAYASHRI MALKANI
4 HICKORY LN
POUGHKEEPSIE NY  12603-3739
 
5.93
WENDY L BERGER
46 MARY AVE
POUGHKEEPSIE NY  12603-1418
 
5.43
JOHN J MARKETT JR &
MARY B MARKETT
27 ANTOINETTE DR
POUGHKEEPSIE NY  12601-5507
 
5.04
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
MFS NEW YORK
        
MUNICIPAL BOND
        
FUND
        
CLASS C
16.14
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
11.30
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
11.09
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
11.00
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
9.15
J P MORGAN SECURITIES LLC
4 CHASE METROTECH CTR
BROOKLYN NY  11245-0003
 
7.20
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
6.77
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
MFS NEW YORK
        
MUNICIPAL BOND
        
FUND
        
CLASS I
48.93
MAC & CO
PO BOX 3198
PITTSBURGH PA  15230-3198
 
10.11
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
8.05
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
7.63
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
7.18
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
6.47
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
MFS NEW YORK
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
98.82
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS NORTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS A
44.83
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
13.04
WELLS FARGO CLEARING SERVICES LLC
 
2801 MARKET ST
SAINT LOUIS MO  63103-2523


1044394          18                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
 
9.54
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
5.58
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
MFS NORTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS B
26.26
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
24.36
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
20.93
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
9.47
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
7.90
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
5.99
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
5.07
MFS HERITAGE TRUST COMPANY
111 HUNTINGTON AVE
BOSTON MA  02199-7632
MFS NORTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS C
29.38
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
18.33
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
13.18
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
8.82
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
5.58
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
5.24
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
MFS NORTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS I
18.79
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
15.12
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
13.69
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
9.29
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
7.33
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
6.34
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
5.40
CHARLES SCHWAB & CO INC
211 MAIN STREET
SAN FRANCISCO CA  94105-1905
MFS NORTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
95.27
EDWARD D JONES & CO
12555 MANCHESTER RD
 
 
 
 
SAINT LOUIS MO  63131-3710


1044394          19                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
MFS PENNSYLVANIA
        
MUNICIPAL BOND
        
FUND
        
CLASS A
29.45
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
14.97
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
10.31
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
7.44
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
MFS PENNSYLVANIA
        
MUNICIPAL BOND
        
FUND
        
CLASS B
36.99
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
14.07
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
8.28
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
6.03
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
MFS PENNSYLVANIA
        
MUNICIPAL BOND
        
FUND
        
CLASS I
29.11
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
15.41
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
15.07
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
14.96
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
6.37
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
MFS PENNSYLVANIA
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
60.20
MARIL & CO
4900 WEST BROWN DEER RD
MILWAUKEE WI  53223-2422
 
39.44
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS SOUTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS A
53.43
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
6.99
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
6.90
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
6.45
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
5.60
WELLS FARGO CLEARING SERVICES LLC
 
 
 
 
2801 MARKET ST
SAINT LOUIS MO  63103-2523


1044394          20                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
MFS SOUTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS B
25.67
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
20.56
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
17.93
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
10.93
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
6.98
WILLIAM E MCLEAN
28 BRISBANE DR
CHARLESTON SC  29407-3419
 
6.45
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
MFS SOUTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS I
16.96
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
16.95
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
16.64
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
16.46
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
8.57
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
MFS SOUTH CAROLINA
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
96.71
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS TENNESSEE
        
MUNICIPAL BOND
        
FUND
        
CLASS A
44.89
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
8.44
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
8.30
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
7.20
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
MFS TENNESSEE
        
MUNICIPAL BOND
        
FUND
        
CLASS B
42.02
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
22.56
FAYE M OWEN &
LONNIE P OWEN
404 KELLY PLANTATION DR UNIT 705
DESTIN FL  32541-6421
 
20.15
ED COSTELLO &
ANNIE M COSTELLO
4504 AROSE LN
MEMPHIS TN  38118-1111
 
15.28
NATIONAL FINANCIAL SERVICES LLC
 
 
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995


1044394          21                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
MFS TENNESSEE
        
MUNICIPAL BOND
        
FUND
        
CLASS I
36.33
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
22.35
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
10.49
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
9.33
UBS WM USA
1000 HARBOR BLVD FL 6
WEEHAWKEN NJ  07086-6761
 
6.73
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
5.54
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
MFS TENNESSEE
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
93.51
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
5.09
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
MFS VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS A
22.56
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
16.05
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
9.97
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
7.90
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
6.61
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
6.03
CHARLES SCHWAB & CO INC
211 MAIN STREET
SAN FRANCISCO CA  94105-1905
 
5.08
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
MFS VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS B
29.56
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
27.59
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
12.20
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
10.83
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
 
6.81
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
5.51
STIFEL NICOLAUS & CO INC
501 N BROADWAY
SAINT LOUIS MO  63102-2137
MFS VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS C
29.60
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523


1044394          22                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
 
22.55
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
12.76
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
8.88
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
 
5.25
MORGAN STANLEY SMITH BARNEY
1 NEW YORK PLAZA FL 12
NEW YORK NY  10004-1901
MFS VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS I
23.89
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
23.05
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405
 
11.82
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
9.36
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
5.11
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
MFS VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
97.58
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
MFS WEST VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS A
29.39
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
29.33
WELLS FARGO CLEARING SERVICES LLC
2801 MARKET ST
SAINT LOUIS MO  63103-2523
 
12.48
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
6.01
RAYMOND JAMES
880 CARILLON PKWY
ST PETERSBURG FL  33716-1102
MFS WEST VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS B
36.13
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
21.81
PERSHING LLC
1 PERSHING PLZ
JERSEY CITY NJ  07399-0002
 
21.80
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
14.93
LPL FINANCIAL
4707 EXECUTIVE DR
SAN DIEGO CA  92121-3091
 
5.32
BRENDA K KEENEY
196 ANNIVERSARY FALLS DR
FALLING WTRS WV  25419-3619
MFS WEST VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS I
19.72
HOSSEIN YASSINI-FARD
1315 NATIONAL RD APT 304
WHEELING WV  26003-7522
 
14.43
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY NJ  07310-1995
 
9.42
AMERICAN ENTERPRISE INVESTMENT
707 2ND AVE S
MINNEAPOLIS MN  55402-2405


1044394          23                       JULY-SAI-COMBINED-SUP-I-051821
FUND and CLASS NAME
PERCENTAGE
CLASS
OWNERSHIP
NAME and ADDRESS of INVESTOR
 
8.78
MERRILL LYNCH PIERCE FENNER & SMITH INC
4800 DEER LAKE DR E
JACKSONVILLE FL  32246-6484
 
8.34
RBC CAPITAL MARKETS LLC
510 MARQUETTE AVE S
MINNEAPOLIS MN  55402-1110
 
5.76
FIFTH THIRD BANK
38 FOUNTAIN SQUARE PLZ
CINCINNATI OH  45202-3191
 
5.76
DICKEY & CO
38 FOUNTAIN SQUARE PLZ
CINCINNATI OH  45202-3191
MFS WEST VIRGINIA
        
MUNICIPAL BOND
        
FUND
        
CLASS R6
93.22
EDWARD D JONES & CO
12555 MANCHESTER RD
SAINT LOUIS MO  63131-3710
 
6.78
MASSACHUSETTS FINANCIAL SERVICES COMPANY
111 HUNTINGTON AVE
BOSTON MA  02199-7632

As of May 16, 2021, no shares of MFS Municipal Intermediate Fund were owned because the Fund had not yet commenced operations.
Effective May 18, 2021, the following is added as the last paragraph in the sub-section entitled "Compensation" under the main heading entitled “APPENDIX D – PORTFOLIO MANAGER(S)”:
MFS Municipal Intermediate Fund


As of May 18, 2021, MFS expects the following benchmarks will be used to measure the following portfolio managers' performance for the following Fund:

Fund
Portfolio Manager
Benchmark(s)
MFS Municipal Intermediate Fund
 
Jason Kosty
Bloomberg Barclays Municipal 1-15 Year Index
Geoffrey Schechter
Bloomberg Barclays Municipal 1-15 Year Index

Effective May 18, 2021, the following is added as the last paragraph in the sub-section entitled “Ownership of Fund Shares” under the main heading entitled “APPENDIX D – PORTFOLIO MANAGER(S)”:
As of April 13, 2021, no portfolio manager owned shares of MFS Municipal Intermediate Fund because the Fund had not yet commenced operations.

Effective May 18, 2021, the following is added to the table within the sub-section entitled “Other Accounts” under the main heading entitled “APPENDIX D – PORTFOLIO MANAGER(S)”:

Fund
Portfolio Manager
Category of Accounts Managed
Number of
Accounts
Total Assets
 
MFS Municipal Intermediate Fund
Geoffrey Schechter2
(Became a Portfolio Manager of the Fund on May 18, 2021)
Registered Investment Companies3
14
$26.0 billion
Other Pooled Investment Vehicles
4
$834.8 million
Other Accounts
1
$261.8 million
Jason Kosty2
(Became a Portfolio Manager of the Fund on May 18, 2021)
Registered Investment Companies3
6
$16.0 billion
Other Pooled Investment Vehicles
1
$136.0 million
Other Accounts
1
$261.8 million
         
 
2
Account information is as of March 31, 2021.
    
 
3
Does not include the Fund.
    

1044394          24                       JULY-SAI-COMBINED-SUP-I-051821
Effective May 18, 2021, the fourth paragraph of the sub-section entitled “Class A, Class A1, and Class 529A Shares – General Provisions” under the sub-heading entitled “Commissions and Distribution Plan Payments” under the main heading entitled “APPENDIX I – FINANCIAL INTERMEDIARY COMPENSATION” is restated in its entirety as follows:
For Bond Funds (currently for this purpose, MFS Alabama Municipal Bond Fund, MFS Arkansas Municipal Bond Fund, MFS California Municipal Bond Fund, MFS Corporate Bond Fund, MFS Diversified Income Fund, MFS Emerging Markets Debt Fund, MFS Emerging Markets Debt Local Currency Fund, MFS Georgia Municipal Bond Fund, MFS Global High Yield Fund, MFS Global Opportunistic Bond Fund, MFS Government Securities Fund, MFS High Income Fund, MFS Income Fund, MFS Inflation-Adjusted Bond Fund, MFS Maryland Municipal Bond Fund, MFS Massachusetts Municipal Bond Fund, MFS Mississippi Municipal Bond Fund, MFS Municipal High Income Fund, MFS Municipal Income Fund, MFS Municipal Intermediate Fund, MFS New York Municipal Bond Fund, MFS North Carolina Municipal Bond Fund, MFS Pennsylvania Municipal Bond Fund, MFS South Carolina Municipal Bond Fund, MFS Tennessee Municipal Bond Fund, MFS Total Return Bond Fund, MFS Virginia Municipal Bond Fund, and MFS West Virginia Municipal Bond Fund) and MFS Lifetime Income Fund:

Amount of Purchase

Up-front Commission as a Percentage of Offering Price
   
Less than $100,000
4.00%
$100,000 but less than $250,000
3.00%
$250,000 but less than $500,000
2.25%

Effective May 18, 2021, the following is added to "APPENDIX K – INVESTMENT RESTRICTIONS":
MFS Municipal Intermediate Fund
As fundamental investment restrictions, the Fund:

1. May borrow money to the extent not prohibited by applicable law.

2. May underwrite securities issued by other persons to the extent not prohibited by applicable law.

3. May issue senior securities to the extent not prohibited by applicable law.

4. May make loans to the extent not prohibited by applicable law.

5. May purchase or sell real estate or commodities to the extent not prohibited by applicable law.

6. May not purchase any securities of an issuer (other than securities issued or guaranteed by the U.S. Government or its agencies or instrumentalities; tax-exempt obligations issued or guaranteed by a U.S. territory or possession, a state or local government, or a political subdivision of any of the foregoing; or securities issued by investment companies) in a particular industry if as a result 25% or more of its total assets (taken at market value at the time of purchase) would be invested in securities of issuers whose principal business activities are in the same industry.

Except for the Fund's fundamental investment restriction No. 1, these investment restrictions are adhered to at the time of purchase or utilization of assets; a subsequent change in circumstances will not be considered to result in a violation of policy.

For purposes of fundamental investment restriction No. 6, MFS uses a customized set of industry groups for classifying securities based on classifications developed by third party providers.


















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