SPDR DOW JONES INDL AVERAGE

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

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 6,946 Value ($000) $3,338 Avg Close — Range —
Q3 2025
Shares 7,024 Value ($000) $3,257 Avg Close — Range —