SPDR DOW JONES INDL AVERAGE

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 881 Value ($000) $424 Avg Close — Range —
Q3 2025
Shares 431 Value ($000) $200 Avg Close — Range —