SPDR SER TR

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

Koss-Olinger Consulting, LLC's Holding History (CIK: 0001861163)

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

Q4 2025
Shares 408,847 Value ($000) $27,045 Avg Close — Range —
Q3 2025
Shares 414,067 Value ($000) $24,244 Avg Close — Range —
Q2 2025
Shares 414,067 Value ($000) $24,244 Avg Close — Range —
Q1 2025
Shares 466,805 Value ($000) $24,974 Avg Close — Range —
Q4 2024
Shares 357,455 Value ($000) $20 Avg Close — Range —
Q3 2024
Shares 354,875 Value ($000) $19,788 Avg Close — Range —
Q2 2024
Shares 351,995 Value ($000) $18,691 Avg Close — Range —
Q4 2023
Shares 282,843 Value ($000) $13,067 Avg Close — Range —
Q3 2023
Shares 231,762 Value ($000) $9,616 Avg Close — Range —
Q2 2023
Shares 126,849 Value ($000) $5,461 Avg Close — Range —
Q1 2023
Shares 126,849 Value ($000) $5,002 Avg Close — Range —
Q4 2022
Shares 126,849 Value ($000) $4,650 Avg Close — Range —