SPDR SER TR

Ticker: EFIV CUSIP: 78468R531 Class: S&P 500 ESG ETF

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

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

Q4 2025

Shares 13,840 Value ($000) $916 Avg Close — Range —

Q3 2025

Shares 11,471 Value ($000) $729 Avg Close — Range —

Q2 2025

Shares 10,378 Value ($000) $608 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,840	$916	—	—
Q3 2025	11,471	$729	—	—
Q2 2025	10,378	$608	—	—