SPDR SER TR

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

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 5,214 Value ($000) $238 Avg Close — Range —
Q3 2025
Shares 7,302 Value ($000) $333 Avg Close — Range —
Q2 2025
Shares 8,835 Value ($000) $395 Avg Close — Range —
Q1 2025
Shares 9,459 Value ($000) $426 Avg Close — Range —
Q4 2024
Shares 8,687 Value ($000) $396 Avg Close — Range —
Q3 2024
Shares 8,013 Value ($000) $367 Avg Close — Range —
Q2 2024
Shares 8,013 Value ($000) $367 Avg Close — Range —