# EDGAR Filing Document

**Accession Number:** 0001245556
**File Stem:** 0001245556-25-000004
**Filing Date:** 2025-12
**Character Count:** 6466
**Document Hash:** 1e1eb74822b89eef75e50accfbeb09de
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001245556-25-000004.hdr.sgml**: 20251208

**ACCESSION NUMBER**: 0001245556-25-000004

**CONFORMED SUBMISSION TYPE**: 5

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20251130

**FILED AS OF DATE**: 20251208

**DATE AS OF CHANGE**: 20251208

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** LOONEY JOEL W
- **CENTRAL INDEX KEY:** 0001245556

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-02328
- **FILM NUMBER:** 251555270

**MAIL ADDRESS:**
- **STREET 1:** 2344 SPRUCE STREET
- **STREET 2:** SUITE A
- **CITY:** BOULDER
- **STATE:** CO
- **ZIP:** 80302
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SRH Total Return Fund, Inc.
- **CENTRAL INDEX KEY:** 0000102426

**ORGANIZATION NAME:**
- **EIN:** 132729672
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1130

**BUSINESS ADDRESS:**
- **STREET 1:** 1700 BROADWAY
- **STREET 2:** SUITE 1850
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80290
- **BUSINESS PHONE:** 7209170764

**MAIL ADDRESS:**
- **STREET 1:** 1700 BROADWAY
- **STREET 2:** SUITE 1850
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80290

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BOULDER GROWTH & INCOME FUND
- **DATE OF NAME CHANGE:** 20020731

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** USLIFE INCOME FUND INC
- **DATE OF NAME CHANGE:** 19920703

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 5

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[ ] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>LOONEY JOEL W<br><sub>(Last) (First) (Middle)</sub><br>2121 E. CRAWFORD PLACE<br><sub>(Street)</sub><br>SALINA, KS 67401<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-11-30 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director [ ] 10% Owner<br>[X] Officer (give title below) [ ] Other (specify below)<br>_PRESIDENT_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>SRH Total Return Fund, Inc. [ STEW ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| COMMON STOCK | 2025-01-31 |  | P |  | 60.347<sup>(1)</sup> | A | $16.6566 | 78348.2383 | D |  |
| COMMON STOCK | 2025-01-31 |  | P |  | 715.1762<sup>(1)</sup> | A | $16.6565 | 79063.4145 | D |  |
| COMMON STOCK | 2025-03-26 |  | J |  | 6152.311<sup>(2)</sup> | D | $17.28 | 72911.1035 | D |  |
| COMMON STOCK | 2025-04-30 |  | P |  | 712.6133<sup>(1)</sup> | A | $16.882 | 73623.7168 | D |  |
| COMMON STOCK | 2025-07-31 |  | P |  | 684.6662<sup>(1)</sup> | A | $17.7428 | 74308.383<sup>(3)</sup> | D |  |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |

---

### Footnotes:

(1) SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

(2) MR LOONEY DONATED 6,152.311 SHARES OF SRH TOTAL RETURN FUND, INC., COMMON STOCK (NYSE: STEW) TO HIS DONOR ADVISED FUND.  AS A RESULT OF THE TRANSACTION, MR. LOONEY NO LONGER HAS OWNERSHIP OF THE SHARES.
FORM 4 FILED 3/27/2025.

(3) MR. LOONEY STOPPED PARTICIPATING IN DIVIDEND REINVESTMENT IN STEW AS OF 8/1/2025.

**Signature:** /s/ Joel Looney  
**Date:** 2025-12-08

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**