SPDR DOW JONES INDL AVERAGE

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 1,254 Value ($000) $603 Avg Close — Range —
Q3 2025
Shares 1,253 Value ($000) $581 Avg Close — Range —
Q2 2025
Shares 1,253 Value ($000) $552 Avg Close — Range —
Q1 2025
Shares 1,252 Value ($000) $526 Avg Close — Range —
Q4 2024
Shares 1,251 Value ($000) $532 Avg Close — Range —
Q3 2024
Shares 1,251 Value ($000) $529 Avg Close — Range —
Q2 2024
Shares 1,131 Value ($000) $442 Avg Close — Range —
Q1 2024
Shares 1,131 Value ($000) $450 Avg Close — Range —