Aspiriant LLC’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$306K	Hold	3,035	–	–	0.01%	275
2025 Q4	$298K	Hold	3,035	–	–	0.01%	280
2025 Q3	$304K	Hold	3,035	–	–	0.01%	250
2025 Q2	$293K	Hold	3,035	–	–	0.01%	259
2025 Q1	$301K	Hold	3,035	–	–	0.01%	238
2024 Q4	$300K	Hold	3,035	–	–	0.01%	237
2024 Q3	$324K	Hold	3,035	–	–	0.01%	226
2024 Q2	$283K	Hold	3,035	–	–	0.01%	237
2024 Q1	$286K	Hold	3,035	–	–	0.01%	251
2023 Q4	$289K	Hold	3,035	–	–	0.01%	246
2023 Q3	$252K	Hold	3,035	–	–	0.01%	245
2023 Q2	$274K	Hold	3,035	–	–	0.01%	236
2023 Q1	$269K	Hold	3,035	–	–	0.01%	229
2022 Q4	$265K	Hold	3,035	–	–	0.01%	230
2022 Q3	$256K	Sell	3,035 -18	-0.6%	-$1.75K	0.01%	224
2022 Q2	$290K	Buy	3,053 +18	+0.6%	+$1.9K	0.01%	216
2022 Q1	$356K	Hold	3,035	–	–	0.02%	206
2021 Q4	$370K	Buy	3,035 +1,075	+55%	+$124K	0.02%	206
2021 Q3	$207K	Hold	1,960	–	–	0.01%	224
2021 Q2	$206K	Buy	+1,960	New	+$201K	0.01%	227
2020 Q2	–	Sell	-4,700	Closed	-$339K	–	193
2020 Q1	$339K	Hold	4,700	–	–	0.03%	147
2019 Q4	$479K	Hold	4,700	–	–	0.04%	140
2019 Q3	$491K	Hold	4,700	–	–	0.04%	148
2019 Q2	$464K	Hold	4,700	–	–	0.04%	155
2019 Q1	$465K	Hold	4,700	–	–	0.04%	148
2018 Q4	$404K	Hold	4,700	–	–	0.03%	157
2018 Q3	$438K	Hold	4,700	–	–	0.04%	162
2018 Q2	$442K	Buy	+4,700	New	+$418K	0.04%	172
2014 Q4	–	Sell	-5,534	Closed	-$442K	–	96
2014 Q3	$442K	Sell	5,534 -6,746	-55%	-$564K	0.06%	63
2014 Q2	$1.02M	Sell	12,280 -2,824	-19%	-$230K	0.14%	44
2014 Q1	$1.18M	Buy	+15,104	New	+$1.14M	0.17%	39