SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 175,870 Value ($000) $7,810 Avg Close — Range —
Q3 2025
Shares 183,547 Value ($000) $7,854 Avg Close — Range —
Q2 2025
Shares 191,564 Value ($000) $7,756 Avg Close — Range —
Q1 2025
Shares 198,137 Value ($000) $7,214 Avg Close — Range —
Q4 2024
Shares 210,582 Value ($000) $7,187 Avg Close — Range —
Q3 2024
Shares 218,340 Value ($000) $8,201 Avg Close — Range —
Q2 2024
Shares 197,664 Value ($000) $6,934 Avg Close — Range —
Q1 2024
Shares 240,591 Value ($000) $8,623 Avg Close — Range —
Q4 2023
Shares 257,481 Value ($000) $8,757 Avg Close — Range —
Q3 2023
Shares 248,893 Value ($000) $7,718 Avg Close — Range —
Q2 2023
Shares 297,331 Value ($000) $9,675 Avg Close — Range —
Q1 2023
Shares 310,202 Value ($000) $9,964 Avg Close — Range —