SPDR SER TR

Ticker: BILS CUSIP: 78468R523 Class: ETF

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

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

Q4 2025
Shares 8,947 Value ($000) $888 Avg Close — Range —
Q3 2025
Shares 8,751 Value ($000) $871 Avg Close — Range —
Q2 2025
Shares 11,401 Value ($000) $1,134 Avg Close — Range —
Q1 2025
Shares 2,311 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 2,574 Value ($000) $255 Avg Close — Range —
Q3 2024
Shares 3,128 Value ($000) $311 Avg Close — Range —
Q2 2024
Shares 3,933 Value ($000) $391 Avg Close — Range —
Q1 2024
Shares 4,697 Value ($000) $467 Avg Close — Range —
Q4 2023
Shares 5,453 Value ($000) $541 Avg Close — Range —
Q3 2023
Shares 5,430 Value ($000) $540 Avg Close — Range —
Q2 2023
Shares 5,072 Value ($000) $504 Avg Close — Range —
Q1 2023
Shares 3,938 Value ($000) $392 Avg Close — Range —