SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

Carter Financial Group, INC.'s Holding History (CIK: 0001919749)

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

Q4 2025
Shares 9,203 Value ($000) $837 Avg Close — Range —
Q3 2025
Shares 9,876 Value ($000) $875 Avg Close — Range —
Q2 2025
Shares 11,503 Value ($000) $918 Avg Close — Range —
Q1 2022
Shares 72,972 Value ($000) $6,081 Avg Close — Range —