SPDR SER TR

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

Retirement Income Solutions, Inc's Holding History (CIK: 0001730386)

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

Q4 2025
Shares 15,284 Value ($000) $1,011 Avg Close — Range —
Q3 2025
Shares 13,842 Value ($000) $880 Avg Close — Range —
Q2 2025
Shares 14,609 Value ($000) $855 Avg Close — Range —
Q1 2025
Shares 13,597 Value ($000) $727 Avg Close — Range —
Q4 2024
Shares 13,597 Value ($000) $768 Avg Close — Range —
Q3 2024
Shares 13,636 Value ($000) $760 Avg Close — Range —
Q2 2024
Shares 13,636 Value ($000) $724 Avg Close — Range —
Q1 2024
Shares 19,347 Value ($000) $980 Avg Close — Range —
Q4 2023
Shares 20,362 Value ($000) $941 Avg Close — Range —
Q3 2023
Shares 17,802 Value ($000) $739 Avg Close — Range —
Q2 2023
Shares 16,966 Value ($000) $730 Avg Close — Range —
Q1 2023
Shares 14,471 Value ($000) $571 Avg Close — Range —
Q4 2022
Shares 14,789 Value ($000) $542 Avg Close — Range —
Q3 2022
Shares 7,362 Value ($000) $255 Avg Close — Range —
Q2 2022
Shares 6,533 Value ($000) $237 Avg Close — Range —
Q1 2022
Shares 22,835 Value ($000) $991 Avg Close — Range —