SPDR DOW JONES INDL AVERAGE

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

Momentum Wealth Planning, LLC's Holding History (CIK: 0002087652)

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

Q3 2025
Shares 1,064 Value ($000) $495 Avg Close — Range —
Q2 2025
Shares 1,164 Value ($000) $514 Avg Close — Range —