SPDR SERIES TRUST

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

Lifestyle Asset Management, Inc.'s Holding History (CIK: 0001845675)

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

Q4 2025
Shares 220,522 Value ($000) $4,968 Avg Close — Range —
Q3 2025
Shares 203,025 Value ($000) $4,670 Avg Close — Range —