SPDR SER TR

Ticker: BIL CUSIP: 78468R663 Class: ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 18,390 Value ($000) $1,680 Avg Close — Range —
Q3 2025
Shares 17,778 Value ($000) $1,631 Avg Close — Range —
Q2 2025
Shares 21,551 Value ($000) $1,977 Avg Close — Range —
Q1 2025
Shares 15,867 Value ($000) $1,455 Avg Close — Range —
Q4 2024
Shares 18,737 Value ($000) $1,713 Avg Close — Range —
Q3 2024
Shares 10,524 Value ($000) $966 Avg Close — Range —
Q2 2024
Shares 5,705 Value ($000) $524 Avg Close — Range —
Q1 2024
Shares 5,681 Value ($000) $522 Avg Close — Range —
Q4 2023
Shares 7,270 Value ($000) $664 Avg Close — Range —
Q3 2023
Shares 7,245 Value ($000) $665 Avg Close — Range —
Q2 2023
Shares 4,049 Value ($000) $372 Avg Close — Range —
Q1 2023
Shares 3,768 Value ($000) $346 Avg Close — Range —