SPDR S&P MIDCAP 400 ETF TR

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

Divergent Planning, LLC's Holding History (CIK: 0001730787)

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

Q4 2025
Shares 76,242 Value ($000) $46,608 Avg Close — Range —
Q3 2025
Shares 74,284 Value ($000) $44,621 Avg Close — Range —
Q2 2025
Shares 70,243 Value ($000) $40,296 Avg Close — Range —
Q1 2025
Shares 66,502 Value ($000) $36,235 Avg Close — Range —
Q4 2024
Shares 64,928 Value ($000) $36,724 Avg Close — Range —
Q3 2024
Shares 63,830 Value ($000) $36,337 Avg Close — Range —
Q2 2024
Shares 61,926 Value ($000) $33,001 Avg Close — Range —
Q1 2024
Shares 60,058 Value ($000) $33,175 Avg Close — Range —
Q4 2023
Shares 57,457 Value ($000) $29,059 Avg Close — Range —
Q3 2023
Shares 55,679 Value ($000) $25,161 Avg Close — Range —
Q2 2023
Shares 53,599 Value ($000) $25,669 Avg Close — Range —
Q1 2023
Shares 52,602 Value ($000) $24,113 Avg Close — Range —