Investment Planning Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Hold	1,300	–	–	0.08%	74
2025 Q1	$226K	Sell	1,300 -40	-3%	-$6.96K	0.09%	68
2024 Q4	$221K	Hold	1,340	–	–	0.1%	60
2024 Q3	$204K	Hold	1,340	–	–	0.1%	59
2024 Q2	$204K	Buy	+1,340	New	+$204K	0.1%	59