SPDR SER TR

Ticker: SPIB CUSIP: 78464A375 Class: PORTFOLIO INTRMD

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 238,148 Value ($000) $8,057 Avg Close — Range —
Q3 2025
Shares 217,596 Value ($000) $7,442 Avg Close — Range —
Q2 2025
Shares 214,712 Value ($000) $7,210 Avg Close — Range —
Q1 2025
Shares 220,168 Value ($000) $7,318 Avg Close — Range —
Q4 2024
Shares 226,382 Value ($000) $7,416 Avg Close — Range —
Q3 2024
Shares 202,303 Value ($000) $6,820 Avg Close — Range —
Q2 2024
Shares 196,822 Value ($000) $6,409 Avg Close — Range —
Q1 2024
Shares 178,459 Value ($000) $5,834 Avg Close — Range —
Q4 2023
Shares 164,343 Value ($000) $5,395 Avg Close — Range —
Q3 2023
Shares 140,819 Value ($000) $4,429 Avg Close — Range —
Q2 2023
Shares 133,098 Value ($000) $4,274 Avg Close — Range —
Q1 2023
Shares 133,211 Value ($000) $4,328 Avg Close — Range —