SPDR SERIES TRUST

Ticker: KBE CUSIP: 78464A797 Class: S&P BK ETF

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 6,962 Value ($000) $423 Avg Close — Range —
Q2 2025
Shares 8,637 Value ($000) $482 Avg Close — Range —
Q1 2025
Shares 8,637 Value ($000) $457 Avg Close — Range —
Q4 2024
Shares 8,055 Value ($000) $447 Avg Close — Range —