SPDR SER TR

Ticker: SPBO CUSIP: 78464A144 Class: PORTFOLIO CRPORT

Next Level Wealth Planning, LLC's Holding History (CIK: 0002044208)

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

Q4 2025
Shares 9,330 Value ($000) $274 Avg Close — Range —
Q3 2025
Shares 9,210 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 9,119 Value ($000) $266 Avg Close — Range —
Q1 2025
Shares 9,029 Value ($000) $262 Avg Close — Range —