SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 115,175 Value ($000) $4,981 Avg Close — Range —
Q3 2025
Shares 120,106 Value ($000) $5,285 Avg Close — Range —
Q2 2025
Shares 134,147 Value ($000) $5,693 Avg Close — Range —
Q1 2025
Shares 136,904 Value ($000) $6,059 Avg Close — Range —
Q4 2024
Shares 142,703 Value ($000) $6,170 Avg Close — Range —
Q3 2024
Shares 146,798 Value ($000) $6,701 Avg Close — Range —
Q2 2024
Shares 145,747 Value ($000) $5,863 Avg Close — Range —
Q1 2024
Shares 182,922 Value ($000) $7,447 Avg Close — Range —
Q4 2023
Shares 215,340 Value ($000) $8,439 Avg Close — Range —
Q3 2023
Shares 262,915 Value ($000) $9,220 Avg Close — Range —
Q2 2023
Shares 359,808 Value ($000) $13,342 Avg Close — Range —
Q1 2023
Shares 357,403 Value ($000) $13,581 Avg Close — Range —