SPDR SERIES TRUST

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

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 266,826 Value ($000) $6,012 Avg Close — Range —
Q3 2025
Shares 239,206 Value ($000) $5,502 Avg Close — Range —
Q2 2025
Shares 226,378 Value ($000) $5,318 Avg Close — Range —
Q1 2025
Shares 228,057 Value ($000) $4,985 Avg Close — Range —
Q4 2024
Shares 133,298 Value ($000) $2,851 Avg Close — Range —
Q3 2024
Shares 128,874 Value ($000) $2,946 Avg Close — Range —
Q2 2024
Shares 161,306 Value ($000) $3,457 Avg Close — Range —
Q1 2024
Shares 168,110 Value ($000) $3,739 Avg Close — Range —
Q4 2023
Shares 86,547 Value ($000) $2,006 Avg Close — Range —
Q3 2023
Shares 89,595 Value ($000) $1,903 Avg Close — Range —
Q2 2023
Shares 86,496 Value ($000) $1,950 Avg Close — Range —
Q1 2023
Shares 87,624 Value ($000) $2,026 Avg Close — Range —
Q4 2022
Shares 90,446 Value ($000) $2,029 Avg Close — Range —
Q3 2022
Shares 9,048 Value ($000) $227 Avg Close — Range —
Q2 2022
Shares 9,662 Value ($000) $260 Avg Close — Range —
Q1 2022
Shares 10,468 Value ($000) $304 Avg Close — Range —
Q4 2021
Shares 150,006 Value ($000) $4,240 Avg Close — Range —