SPDR SER TR

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

Discipline Wealth Solutions, LLC's Holding History (CIK: 0002010507)

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

Q4 2025
Shares 3,729 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 3,643 Value ($000) $330 Avg Close — Range —