SSGA ACTIVE TR

Ticker: PRIV CUSIP: 78470P622 Class: SPDR SSGA IG PUB

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 19,820 Value ($000) $504 Avg Close — Range —
Q3 2025
Shares 21,293 Value ($000) $543 Avg Close — Range —