SPDR SER TR

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

Kaufman Rossin Wealth, LLC's Holding History (CIK: 0002049750)

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

Q4 2025
Shares 3,177 Value ($000) $262 Avg Close — Range —
Q3 2025
Shares 3,177 Value ($000) $256 Avg Close — Range —
Q2 2025
Shares 3,177 Value ($000) $238 Avg Close — Range —