SPDR SER TR

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

Laurel Wealth Planning LLC's Holding History (CIK: 0001842010)

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

Q4 2025
Shares 160,066 Value ($000) $10,588 Avg Close — Range —
Q3 2025
Shares 169,853 Value ($000) $10,801 Avg Close — Range —
Q2 2025
Shares 177,279 Value ($000) $10,380 Avg Close — Range —
Q1 2025
Shares 197,527 Value ($000) $10,568 Avg Close — Range —
Q4 2024
Shares 212,603 Value ($000) $12 Avg Close — Range —
Q3 2024
Shares 215,191 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 222,197 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 226,283 Value ($000) $11 Avg Close — Range —
Q4 2023
Shares 228,110 Value ($000) $11 Avg Close — Range —