SPDR SER TR

Ticker: SPIB CUSIP: 78464A375 Class: PORTFOLIO INTRMD

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q4 2025
Shares 278,780 Value ($000) $9,426 Avg Close — Range —
Q3 2025
Shares 266,336 Value ($000) $9,026 Avg Close — Range —
Q2 2025
Shares 164,205 Value ($000) $5,514 Avg Close — Range —