SPDR DOW JONES INDL AVERAGE

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 356 Value ($000) $171 Avg Close — Range —
Q3 2025
Shares 356 Value ($000) $165 Avg Close — Range —
Q2 2025
Shares 356 Value ($000) $157 Avg Close — Range —
Q1 2025
Shares 406 Value ($000) $170 Avg Close — Range —
Q4 2024
Shares 542 Value ($000) $231 Avg Close — Range —
Q3 2024
Shares 406 Value ($000) $172 Avg Close — Range —
Q2 2024
Shares 473 Value ($000) $185 Avg Close — Range —
Q1 2024
Shares 473 Value ($000) $188 Avg Close — Range —
Q4 2023
Shares 473 Value ($000) $178 Avg Close — Range —
Q3 2023
Shares 373 Value ($000) $125 Avg Close — Range —
Q2 2023
Shares 272 Value ($000) $94 Avg Close — Range —
Q1 2023
Shares 272 Value ($000) $90 Avg Close — Range —
Q4 2022
Shares 272 Value ($000) $90 Avg Close — Range —
Q3 2022
Shares 297 Value ($000) $85 Avg Close — Range —
Q2 2022
Shares 297 Value ($000) $91 Avg Close — Range —
Q1 2022
Shares 297 Value ($000) $103 Avg Close — Range —
Q4 2021
Shares 297 Value ($000) $108 Avg Close — Range —
Q3 2021
Shares 297 Value ($000) $100 Avg Close — Range —
Q2 2021
Shares 297 Value ($000) $102 Avg Close — Range —
Q1 2021
Shares 297 Value ($000) $98 Avg Close — Range —
Q4 2020
Shares 297 Value ($000) $91 Avg Close — Range —
Q3 2020
Shares 230 Value ($000) $64 Avg Close — Range —
Q2 2020
Shares 230 Value ($000) $59 Avg Close — Range —
Q1 2020
Shares 230 Value ($000) $50 Avg Close — Range —
Q4 2019
Shares 230 Value ($000) $66 Avg Close — Range —