SPDR DOW JONES INDL AVERAGE

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 545 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 545 Value ($000) $254 Avg Close — Range —