SPDR SER TR

Ticker: TFI CUSIP: 78468R721 Class: NUVEEN ICE MUNIC

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

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

Q4 2025
Shares 8,614 Value ($000) $394 Avg Close — Range —
Q3 2025
Shares 8,614 Value ($000) $393 Avg Close — Range —
Q2 2025
Shares 13,003 Value ($000) $581 Avg Close — Range —
Q1 2025
Shares 13,003 Value ($000) $586 Avg Close — Range —
Q4 2024
Shares 13,003 Value ($000) $593 Avg Close — Range —
Q3 2024
Shares 13,003 Value ($000) $609 Avg Close — Range —
Q2 2024
Shares 13,755 Value ($000) $629 Avg Close — Range —
Q1 2024
Shares 13,972 Value ($000) $649 Avg Close — Range —
Q4 2023
Shares 13,304 Value ($000) $625 Avg Close — Range —
Q3 2023
Shares 13,304 Value ($000) $581 Avg Close — Range —
Q2 2023
Shares 12,552 Value ($000) $579 Avg Close — Range —
Q1 2023
Shares 12,552 Value ($000) $588 Avg Close — Range —
Q4 2022
Shares 12,552 Value ($000) $573 Avg Close — Range —