SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 11,876 Value ($000) $527 Avg Close — Range —
Q3 2025
Shares 11,876 Value ($000) $508 Avg Close — Range —
Q2 2025
Shares 12,114 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 12,115 Value ($000) $441 Avg Close — Range —
Q4 2024
Shares 12,512 Value ($000) $427 Avg Close — Range —
Q3 2024
Shares 12,495 Value ($000) $469 Avg Close — Range —
Q2 2024
Shares 11,843 Value ($000) $415 Avg Close — Range —
Q1 2024
Shares 11,616 Value ($000) $416 Avg Close — Range —