SPDR S&P MIDCAP 400 ETF TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 891 Value ($000) $538 Avg Close — Range —
Q3 2025
Shares 891 Value ($000) $531 Avg Close — Range —
Q2 2025
Shares 900 Value ($000) $510 Avg Close — Range —
Q1 2025
Shares 900 Value ($000) $480 Avg Close — Range —
Q4 2024
Shares 900 Value ($000) $513 Avg Close — Range —
Q3 2024
Shares 900 Value ($000) $513 Avg Close — Range —
Q2 2024
Shares 900 Value ($000) $482 Avg Close — Range —
Q1 2024
Shares 900 Value ($000) $501 Avg Close — Range —
Q4 2023
Shares 938 Value ($000) $476 Avg Close — Range —
Q3 2023
Shares 964 Value ($000) $440 Avg Close — Range —
Q2 2023
Shares 964 Value ($000) $462 Avg Close — Range —
Q1 2023
Shares 964 Value ($000) $442 Avg Close — Range —
Q4 2022
Shares 713 Value ($000) $316 Avg Close — Range —