SPDR SER TR

Ticker: CWB CUSIP: 78464A359 Class: BBG CONV SEC ETF

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 3,059 Value ($000) $291 Avg Close — Range —
Q3 2025
Shares 3,082 Value ($000) $285 Avg Close — Range —
Q2 2023
Shares 3,277 Value ($000) $232 Avg Close — Range —
Q1 2023
Shares 3,264 Value ($000) $214 Avg Close — Range —