SPDR SERIES TRUST

Ticker: BWZ CUSIP: 78464A334 Class: BLOOMBERG SHORT

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q2 2022
Shares 104,120 Value ($000) $2,806 Avg Close — Range —
Q1 2022
Shares 93,703 Value ($000) $2,728 Avg Close — Range —
Q4 2021
Shares 124,799 Value ($000) $3,793 Avg Close — Range —
Q3 2021
Shares 113,225 Value ($000) $3,520 Avg Close — Range —
Q2 2021
Shares 103,666 Value ($000) $3,291 Avg Close — Range —
Q1 2021
Shares 100,769 Value ($000) $3,174 Avg Close — Range —
Q4 2020
Shares 83,938 Value ($000) $2,755 Avg Close — Range —
Q3 2020
Shares 81,936 Value ($000) $2,572 Avg Close — Range —
Q2 2020
Shares 79,970 Value ($000) $2,440 Avg Close — Range —
Q1 2020
Shares 72,908 Value ($000) $2,162 Avg Close — Range —
Q4 2019
Shares 72,678 Value ($000) $2,243 Avg Close — Range —