SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Vested Financial Planning, LLC's Holding History (CIK: 0002044679)

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

Q4 2025
Shares 137,745 Value ($000) $6,117 Avg Close — Range —
Q3 2025
Shares 129,161 Value ($000) $5,527 Avg Close — Range —
Q2 2025
Shares 128,197 Value ($000) $5,191 Avg Close — Range —
Q1 2025
Shares 130,548 Value ($000) $4,753 Avg Close — Range —
Q4 2024
Shares 130,290 Value ($000) $4,447 Avg Close — Range —