WISDOMTREE TR

Ticker: USFR CUSIP: 97717Y527 Class: FLOATNG RAT TREA

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 6,561 Value ($000) $330 Avg Close — Range —
Q3 2025
Shares 10,821 Value ($000) $544 Avg Close — Range —
Q2 2025
Shares 19,514 Value ($000) $982 Avg Close — Range —
Q1 2025
Shares 22,551 Value ($000) $1,135 Avg Close — Range —
Q4 2024
Shares 24,287 Value ($000) $1,222 Avg Close — Range —