SPDR SER TR

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

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

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

Q4 2025
Shares 7,943 Value ($000) $363 Avg Close — Range —
Q3 2025
Shares 7,943 Value ($000) $362 Avg Close — Range —
Q2 2025
Shares 7,943 Value ($000) $355 Avg Close — Range —
Q1 2025
Shares 7,943 Value ($000) $358 Avg Close — Range —
Q4 2024
Shares 7,943 Value ($000) $362 Avg Close — Range —
Q3 2024
Shares 7,943 Value ($000) $372 Avg Close — Range —
Q2 2024
Shares 7,943 Value ($000) $367 Avg Close — Range —
Q1 2024
Shares 7,943 Value ($000) $369 Avg Close — Range —
Q4 2023
Shares 7,943 Value ($000) $373 Avg Close — Range —
Q4 2022
Shares 7,075 Value ($000) $323 Avg Close — Range —
Q3 2022
Shares 7,075 Value ($000) $0 Avg Close — Range —