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Retirement Group, LLC
> SDY
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SPDR SERIES TRUST | SDY | 9,993 | 167 | 1,224,919,000 | 1,223,703,000 | $122,577.70 |
| 03/31/2023 | SPDR SERIES TRUST | SDY | 9,826 | 8,980 | 1,216,000 | 1,116,000 | $123.75 |
| 06/30/2022 | SPDR SERIES TRUST | SDY | 846 | 2 | 100,000 | -8,000 | $118.20 |
| 03/31/2022 | SPDR SERIES TRUST | SDY | 844 | -42 | 108,000 | -6,000 | $127.96 |
| 12/31/2021 | SPDR SERIES TRUST | SDY | 886 | -238 | 114,000 | -23,000 | $128.67 |
| 06/30/2021 | SPDR SERIES TRUST | SDY | 1,124 | 328 | 137,000 | 43,000 | $121.89 |
| 03/31/2021 | SPDR SERIES TRUST | SDY | 796 | 98 | 94,000 | 20,000 | $118.09 |
| 12/31/2020 | SPDR SERIES TRUST | SDY | 698 | 698 | 74,000 | 74,000 | $106.02 |
| 09/30/2020 | SPDR SERIES TRUST | SDY | 807 | -1,574 | 48,000 | -208,000 | $59.48 |
| 06/30/2020 | SPDR SERIES TRUST | SDY | 1,345 | -1,036 | 123,000 | -133,000 | $91.45 |
| 12/31/2019 | SPDR SERIES TRUST | SDY | 2,381 | 2,381 | 256,000 | 256,000 | $107.52 |
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