SPDR SER TR

Ticker: MDYG CUSIP: 78464A821 Class: ETF

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 140,134 Value ($000) $12,850 Avg Close — Range —
Q3 2025
Shares 134,810 Value ($000) $11,782 Avg Close — Range —
Q2 2025
Shares 135,802 Value ($000) $12,052 Avg Close — Range —
Q1 2025
Shares 119,679 Value ($000) $9,510 Avg Close — Range —
Q4 2024
Shares 123,279 Value ($000) $11,014 Avg Close — Range —
Q3 2024
Shares 114,585 Value ($000) $9,973 Avg Close — Range —
Q2 2024
Shares 227,099 Value ($000) $8,887 Avg Close — Range —
Q1 2024
Shares 214,115 Value ($000) $8,073 Avg Close — Range —
Q4 2023
Shares 36,937 Value ($000) $2,795 Avg Close — Range —