WORLD GOLD TR

Ticker: GLDM CUSIP: 98149E303 Class: Exchange Traded Fund

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 178,128 Value ($000) $15,207 Avg Close — Range —
Q3 2025
Shares 7,852 Value ($000) $600 Avg Close — Range —
Q2 2025
Shares 4,184 Value ($000) $274 Avg Close — Range —
Q1 2025
Shares 82,953 Value ($000) $5,135 Avg Close — Range —
Q4 2024
Shares 37,670 Value ($000) $1,990 Avg Close — Range —