SPDR DOW JONES INDL AVERAGE

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 1,664 Value ($000) $800 Avg Close — Range —
Q3 2025
Shares 1,660 Value ($000) $770 Avg Close — Range —
Q2 2025
Shares 1,599 Value ($000) $705 Avg Close — Range —
Q1 2025
Shares 874 Value ($000) $367 Avg Close — Range —
Q4 2024
Shares 880 Value ($000) $374 Avg Close — Range —
Q3 2024
Shares 548 Value ($000) $232 Avg Close — Range —