SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 16,461 Value ($000) $731 Avg Close — Range —
Q3 2025
Shares 17,156 Value ($000) $734 Avg Close — Range —
Q2 2025
Shares 17,150 Value ($000) $694 Avg Close — Range —
Q1 2025
Shares 25,425 Value ($000) $926 Avg Close — Range —
Q4 2024
Shares 25,644 Value ($000) $875 Avg Close — Range —
Q3 2024
Shares 25,829 Value ($000) $970 Avg Close — Range —
Q2 2024
Shares 27,876 Value ($000) $978 Avg Close — Range —
Q1 2024
Shares 30,338 Value ($000) $1,087 Avg Close — Range —
Q4 2023
Shares 34,476 Value ($000) $1,173 Avg Close — Range —
Q3 2023
Shares 46,891 Value ($000) $1,454 Avg Close — Range —
Q2 2023
Shares 47,278 Value ($000) $1,538 Avg Close — Range —
Q1 2023
Shares 49,588 Value ($000) $1,593 Avg Close — Range —
Q4 2022
Shares 50,128 Value ($000) $1 Avg Close — Range —