SPDR SER TR

Ticker: JNK CUSIP: 78468R622 Class: BLOOMBERG HIGH Y

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 2,287 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 2,475 Value ($000) $243 Avg Close — Range —
Q2 2025
Shares 2,456 Value ($000) $239 Avg Close — Range —
Q1 2025
Shares 2,546 Value ($000) $243 Avg Close — Range —
Q4 2024
Shares 2,547 Value ($000) $243 Avg Close — Range —
Q3 2024
Shares 2,772 Value ($000) $271 Avg Close — Range —
Q2 2024
Shares 2,804 Value ($000) $264 Avg Close — Range —
Q1 2024
Shares 2,770 Value ($000) $264 Avg Close — Range —
Q4 2023
Shares 2,887 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 2,896 Value ($000) $262 Avg Close — Range —
Q2 2023
Shares 2,853 Value ($000) $263 Avg Close — Range —
Q1 2023
Shares 3,002 Value ($000) $279 Avg Close — Range —
Q4 2022
Shares 2,965 Value ($000) $267 Avg Close — Range —
Q2 2022
Shares 2,932 Value ($000) $266 Avg Close — Range —
Q1 2022
Shares 3,209 Value ($000) $329 Avg Close — Range —
Q4 2021
Shares 3,179 Value ($000) $329 Avg Close — Range —