SPDR INDEX SHS FDS

Ticker: QEFA CUSIP: 78463X434 Class: MSCI EAFE STRTGC

KWB Wealth's Holding History (CIK: 0001822236)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 160,530 Value ($000) $14,555 Avg Close — Range —
Q3 2025
Shares 158,349 Value ($000) $13,513 Avg Close — Range —
Q2 2025
Shares 162,800 Value ($000) $12,854 Avg Close — Range —
Q1 2025
Shares 160,962 Value ($000) $11,671 Avg Close — Range —
Q4 2024
Shares 157,091 Value ($000) $12,643 Avg Close — Range —
Q3 2024
Shares 154,522 Value ($000) $11,549 Avg Close — Range —
Q2 2024
Shares 148,637 Value ($000) $11,310 Avg Close — Range —
Q1 2024
Shares 153,296 Value ($000) $11,664 Avg Close — Range —
Q4 2023
Shares 153,528 Value ($000) $11,220 Avg Close — Range —
Q3 2023
Shares 136,447 Value ($000) $9,540 Avg Close — Range —
Q2 2023
Shares 137,628 Value ($000) $9,623 Avg Close — Range —
Q1 2023
Shares 99,663 Value ($000) $6,388 Avg Close — Range —
Q4 2022
Shares 100,286 Value ($000) $6,428 Avg Close — Range —
Q3 2022
Shares 4,839 Value ($000) $270 Avg Close — Range —