SPDR SER TR

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

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q2 2024
Shares 5,383 Value ($000) $357 Avg Close — Range —
Q1 2024
Shares 5,703 Value ($000) $366 Avg Close — Range —
Q4 2023
Shares 5,703 Value ($000) $333 Avg Close — Range —
Q3 2023
Shares 5,703 Value ($000) $299 Avg Close — Range —
Q2 2023
Shares 5,703 Value ($000) $310 Avg Close — Range —
Q1 2023
Shares 5,703 Value ($000) $288 Avg Close — Range —
Q4 2022
Shares 5,703 Value ($000) $270 Avg Close — Range —