SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 28,106 Value ($000) $1,248 Avg Close — Range —
Q3 2025
Shares 23,569 Value ($000) $1,009 Avg Close — Range —
Q2 2025
Shares 23,473 Value ($000) $950 Avg Close — Range —
Q1 2025
Shares 23,902 Value ($000) $870 Avg Close — Range —
Q4 2024
Shares 24,909 Value ($000) $850 Avg Close — Range —
Q3 2024
Shares 27,212 Value ($000) $1,022 Avg Close — Range —
Q2 2024
Shares 31,765 Value ($000) $1,114 Avg Close — Range —
Q1 2024
Shares 32,051 Value ($000) $1,149 Avg Close — Range —
Q4 2023
Shares 39,789 Value ($000) $1,353 Avg Close — Range —
Q3 2023
Shares 38,213 Value ($000) $1,185 Avg Close — Range —
Q2 2023
Shares 37,863 Value ($000) $1,232 Avg Close — Range —
Q1 2023
Shares 36,872 Value ($000) $1,184 Avg Close — Range —
Q4 2022
Shares 25,575 Value ($000) $759 Avg Close — Range —
Q3 2022
Shares 22,420 Value ($000) $578 Avg Close — Range —
Q2 2022
Shares 15,844 Value ($000) $457 Avg Close — Range —
Q1 2022
Shares 15,669 Value ($000) $537 Avg Close — Range —
Q4 2021
Shares 15,776 Value ($000) $576 Avg Close — Range —