SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 290,406 Value ($000) $12,897 Avg Close — Range —
Q3 2025
Shares 286,527 Value ($000) $12,260 Avg Close — Range —
Q2 2025
Shares 286,814 Value ($000) $11,613 Avg Close — Range —
Q1 2025
Shares 213,941 Value ($000) $7,790 Avg Close — Range —
Q4 2024
Shares 215,265 Value ($000) $7,347 Avg Close — Range —
Q3 2024
Shares 220,558 Value ($000) $8,284 Avg Close — Range —
Q2 2024
Shares 232,481 Value ($000) $8,155 Avg Close — Range —
Q1 2024
Shares 231,348 Value ($000) $8,292 Avg Close — Range —
Q4 2023
Shares 234,071 Value ($000) $7,961 Avg Close — Range —
Q3 2023
Shares 237,060 Value ($000) $7,351 Avg Close — Range —
Q2 2023
Shares 236,894 Value ($000) $7,709 Avg Close — Range —
Q1 2023
Shares 235,734 Value ($000) $7,572 Avg Close — Range —
Q4 2022
Shares 237,212 Value ($000) $7,076 Avg Close — Range —
Q3 2022
Shares 186,587 Value ($000) $5,568 Avg Close — Range —
Q2 2022
Shares 143,126 Value ($000) $4,139 Avg Close — Range —
Q1 2022
Shares 136,258 Value ($000) $4,457 Avg Close — Range —
Q4 2021
Shares 136,784 Value ($000) $4,793 Avg Close — Range —
Q3 2021
Shares 132,800 Value ($000) $4,809 Avg Close — Range —
Q2 2021
Shares 132,800 Value ($000) $4,886 Avg Close — Range —