SPDR INDEX SHS FDS

Ticker: RWO CUSIP: 78463X749 Class: DJ GLB RL ES ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 26,088 Value ($000) $1,194 Avg Close — Range —
Q2 2025
Shares 26,695 Value ($000) $1,178 Avg Close — Range —
Q1 2025
Shares 29,315 Value ($000) $1,279 Avg Close — Range —
Q4 2024
Shares 33,194 Value ($000) $1,424 Avg Close — Range —
Q3 2024
Shares 33,904 Value ($000) $1,611 Avg Close — Range —
Q2 2024
Shares 37,306 Value ($000) $1,638 Avg Close — Range —
Q1 2024
Shares 38,140 Value ($000) $1,633 Avg Close — Range —
Q4 2023
Shares 38,428 Value ($000) $1,680 Avg Close — Range —
Q3 2023
Shares 40,787 Value ($000) $1,558 Avg Close — Range —
Q2 2023
Shares 41,949 Value ($000) $1,723 Avg Close — Range —
Q1 2023
Shares 42,498 Value ($000) $1,749 Avg Close — Range —
Q4 2022
Shares 39,786 Value ($000) $1,627 Avg Close — Range —