SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 852 Value ($000) $514 Avg Close — Range —
Q3 2025
Shares 852 Value ($000) $508 Avg Close — Range —
Q2 2025
Shares 852 Value ($000) $483 Avg Close — Range —
Q1 2025
Shares 852 Value ($000) $455 Avg Close — Range —
Q4 2024
Shares 852 Value ($000) $485 Avg Close — Range —
Q3 2024
Shares 857 Value ($000) $488 Avg Close — Range —
Q2 2024
Shares 857 Value ($000) $459 Avg Close — Range —
Q1 2024
Shares 857 Value ($000) $477 Avg Close — Range —
Q3 2019
Shares 158 Value ($000) $56 Avg Close — Range —
Q2 2019
Shares 158 Value ($000) $56 Avg Close — Range —
Q1 2019
Shares 158 Value ($000) $55 Avg Close — Range —
Q4 2018
Shares 158 Value ($000) $48 Avg Close — Range —
Q3 2018
Shares 167 Value ($000) $61 Avg Close — Range —
Q2 2018
Shares 167 Value ($000) $59 Avg Close — Range —
Q1 2018
Shares 192 Value ($000) $66 Avg Close — Range —
Q4 2017
Shares 167 Value ($000) $58 Avg Close — Range —
Q3 2017
Shares 167 Value ($000) $54 Avg Close — Range —