Beacon Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$287K	Buy	620 +2	+0.3%	+$969	0.11%	146
2025 Q4	$297K	Buy	618 +2	+0.3%	+$946	0.12%	135
2025 Q3	$286K	Buy	616 +3	+0.5%	+$1.35K	0.12%	139
2025 Q2	$269K	Buy	613 +2	+0.3%	+$830	0.12%	140
2025 Q1	$257K	Buy	611 +3	+0.5%	+$1.3K	0.12%	140
2024 Q4	$259K	Buy	608 +2	+0.3%	+$866	0.12%	136
2024 Q3	$257K	Buy	606 +2	+0.3%	+$813	0.12%	138
2024 Q2	$236K	Buy	604 +2	+0.3%	+$776	0.12%	137
2024 Q1	$239K	Buy	602 +3	+0.5%	+$1.16K	0.14%	118
2023 Q4	$226K	Buy	+599	New	+$209K	0.14%	115
2023 Q3	–	Sell	-593	Closed	-$204K	–	126
2023 Q2	$204K	Buy	+593	New	+$200K	0.14%	120