SPDR INDEX SHS FDS

Ticker: SPEM CUSIP: 78463X509 Class: PORTFOLIO EMG MK

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 83,507 Value ($000) $3,909 Avg Close — Range —
Q3 2025
Shares 83,064 Value ($000) $3,888 Avg Close — Range —
Q2 2025
Shares 97,940 Value ($000) $4,186 Avg Close — Range —
Q1 2025
Shares 50,794 Value ($000) $2,000 Avg Close — Range —
Q4 2024
Shares 30,575 Value ($000) $1,173 Avg Close — Range —
Q3 2024
Shares 30,426 Value ($000) $1,256 Avg Close — Range —
Q2 2024
Shares 52,829 Value ($000) $1,990 Avg Close — Range —
Q1 2024
Shares 21,240 Value ($000) $769 Avg Close — Range —
Q4 2023
Shares 39,686 Value ($000) $1,405 Avg Close — Range —
Q3 2023
Shares 38,005 Value ($000) $1,276 Avg Close — Range —
Q2 2023
Shares 61,208 Value ($000) $2,104 Avg Close — Range —
Q1 2023
Shares 54,600 Value ($000) $1,863 Avg Close — Range —
Q4 2022
Shares 12,076 Value ($000) $398 Avg Close — Range —