SPDR SERIES TRUST

Ticker: BWX CUSIP: 78464A516 Class: BLOOMBERG INTL T

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 50,293 Value ($000) $1,133 Avg Close — Range —
Q3 2025
Shares 194,009 Value ($000) $4,462 Avg Close — Range —
Q2 2025
Shares 176,993 Value ($000) $4,158 Avg Close — Range —
Q1 2025
Shares 107,507 Value ($000) $2,350 Avg Close — Range —
Q4 2024
Shares 42,979 Value ($000) $919 Avg Close — Range —
Q4 2023
Shares 112,565 Value ($000) $2,609 Avg Close — Range —
Q3 2023
Shares 42,532 Value ($000) $903 Avg Close — Range —
Q4 2022
Shares 142,349 Value ($000) $3,193 Avg Close — Range —