SPDR SER TR

Ticker: SPHY CUSIP: 78468R606 Class: PORTFLI HIGH YLD

Next Level Wealth Planning, LLC's Holding History (CIK: 0002044208)

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

Q4 2025
Shares 16,856 Value ($000) $399 Avg Close — Range —
Q3 2025
Shares 14,788 Value ($000) $354 Avg Close — Range —
Q2 2025
Shares 14,625 Value ($000) $348 Avg Close — Range —
Q1 2025
Shares 11,687 Value ($000) $274 Avg Close — Range —