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Lutz Financial Services LLC
> MDYV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SPDR SERIES TRUST | MDYV | 593,344 | 40,148 | 40,810,228,000 | 5,007,353,000 | $68,780.05 |
| 12/31/2022 | SPDR SERIES TRUST | MDYV | 553,196 | 63,023 | 35,802,875,000 | 35,773,220,000 | $64,720.05 |
| 06/30/2022 | SPDR SERIES TRUST | MDYV | 490,173 | 15,868 | 29,655,000 | -3,727,000 | $60.50 |
| 03/31/2022 | SPDR SERIES TRUST | MDYV | 474,305 | 32,281 | 33,382,000 | 1,954,000 | $70.38 |
| 12/31/2021 | SPDR SERIES TRUST | MDYV | 442,024 | -6,256 | 31,428,000 | 1,738,000 | $71.10 |
| 09/30/2021 | SPDR SERIES TRUST | MDYV | 448,280 | 18,303 | 29,690,000 | 658,000 | $66.23 |
| 06/30/2021 | SPDR SERIES TRUST | MDYV | 429,977 | 56,750 | 29,032,000 | 8,318,000 | $67.52 |
| 12/31/2020 | SPDR SERIES TRUST | MDYV | 373,227 | 37,505 | 20,714,000 | 6,147,000 | $55.50 |
| 09/30/2020 | SPDR SERIES TRUST | MDYV | 335,722 | 12,010 | 14,567,000 | 767,000 | $43.39 |
| 06/30/2020 | SPDR SERIES TRUST | MDYV | 323,712 | 176,025 | 13,800,000 | 8,593,000 | $42.63 |
| 03/31/2020 | SPDR SERIES TRUST | MDYV | 147,687 | -35,143 | 5,207,000 | -4,808,000 | $35.26 |
| 12/31/2019 | SPDR SERIES TRUST | MDYV | 182,830 | 60,089 | 10,015,000 | 3,716,000 | $54.78 |
| 09/30/2019 | SPDR SERIES TRUST | MDYV | 122,741 | 37,965 | 6,299,000 | 1,944,000 | $51.32 |
| 06/30/2019 | SPDR SERIES TRUST | MDYV | 84,776 | 80,329 | 4,355,000 | 4,131,000 | $51.37 |
| 03/31/2019 | SPDR SERIES TRUST | MDYV | 4,447 | 4,447 | 224,000 | 224,000 | $50.37 |
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