SSGA ACTIVE ETF TR

Ticker: SRLN CUSIP: 78467V608 Class: BLACKSTONE SENR

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q1 2023
Shares 38,859 Value ($000) $1,611 Avg Close — Range —
Q4 2022
Shares 6,370 Value ($000) $261 Avg Close — Range —