SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2023

Shares 9,713 Value ($000) $0 Avg Close — Range —

Q3 2023

Shares 4,662 Value ($000) $0 Avg Close — Range —

Q3 2021

Shares 762 Value ($000) $40 Avg Close — Range —

Q2 2021

Shares 760 Value ($000) $40 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2023	9,713	$0	—	—
Q3 2023	4,662	$0	—	—
Q3 2021	762	$40	—	—
Q2 2021	760	$40	—	—