SPDR SER TR

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 3,029 Value ($000) $276 Avg Close — Range —
Q3 2025
Shares 3,100 Value ($000) $275 Avg Close — Range —
Q2 2025
Shares 2,931 Value ($000) $234 Avg Close — Range —