SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 1,150 Value ($000) $553 Avg Close — Range —
Q3 2025
Shares 1,150 Value ($000) $533 Avg Close — Range —
Q2 2025
Shares 1,130 Value ($000) $498 Avg Close — Range —
Q1 2025
Shares 1,235 Value ($000) $519 Avg Close — Range —
Q3 2020
Shares 1,350 Value ($000) $375 Avg Close — Range —
Q2 2020
Shares 1,303 Value ($000) $336 Avg Close — Range —
Q1 2020
Shares 1,303 Value ($000) $286 Avg Close — Range —
Q4 2019
Shares 1,303 Value ($000) $371 Avg Close — Range —
Q3 2019
Shares 1,303 Value ($000) $351 Avg Close — Range —
Q2 2019
Shares 1,303 Value ($000) $349 Avg Close — Range —
Q1 2019
Shares 1,353 Value ($000) $350 Avg Close — Range —
Q4 2018
Shares 1,353 Value ($000) $315 Avg Close — Range —
Q3 2018
Shares 1,353 Value ($000) $358 Avg Close — Range —
Q2 2018
Shares 1,353 Value ($000) $328 Avg Close — Range —
Q1 2018
Shares 1,353 Value ($000) $327 Avg Close — Range —
Q4 2017
Shares 1,300 Value ($000) $322 Avg Close — Range —
Q3 2017
Shares 1,300 Value ($000) $291 Avg Close — Range —
Q2 2017
Shares 1,387 Value ($000) $296 Avg Close — Range —
Q1 2017
Shares 1,300 Value ($000) $268 Avg Close — Range —
Q4 2016
Shares 1,492 Value ($000) $295 Avg Close — Range —