SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 9,043 Value ($000) $402 Avg Close — Range —
Q3 2025
Shares 9,705 Value ($000) $415 Avg Close — Range —
Q2 2025
Shares 11,565 Value ($000) $468 Avg Close — Range —
Q1 2025
Shares 11,601 Value ($000) $422 Avg Close — Range —
Q4 2024
Shares 10,543 Value ($000) $360 Avg Close — Range —
Q3 2024
Shares 10,814 Value ($000) $406 Avg Close — Range —
Q2 2024
Shares 10,815 Value ($000) $379 Avg Close — Range —
Q1 2024
Shares 11,559 Value ($000) $414 Avg Close — Range —
Q4 2023
Shares 12,092 Value ($000) $411 Avg Close — Range —
Q3 2023
Shares 13,628 Value ($000) $423 Avg Close — Range —
Q2 2023
Shares 14,165 Value ($000) $461 Avg Close — Range —
Q1 2023
Shares 14,308 Value ($000) $460 Avg Close — Range —
Q4 2022
Shares 15,079 Value ($000) $448 Avg Close — Range —
Q2 2022
Shares 15,994 Value ($000) $461 Avg Close — Range —
Q1 2022
Shares 17,849 Value ($000) $612 Avg Close — Range —
Q4 2021
Shares 17,675 Value ($000) $628 Avg Close — Range —