KMG Fiduciary Partners’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
2025 Q4	–	Sell	-4,558	Closed	-$457K	–	289
2025 Q3	$457K	Sell	4,558 -301	-6%	-$29.6K	0.03%	238
2025 Q2	$469K	Buy	4,859 +53	+1%	+$5.09K	0.03%	233
2025 Q1	$476K	Sell	4,806 -126	-3%	-$12.6K	0.04%	225
2024 Q4	$488K	Buy	4,932 +3	+0.1%	+$312	0.04%	216
2024 Q3	$526K	Sell	4,929 -186	-4%	-$18.8K	0.05%	207
2024 Q2	$476K	Buy	5,115 +5	+0.1%	+$454	0.05%	187
2024 Q1	$482K	Buy	5,110 +4	+0.1%	+$372	0.05%	179
2023 Q4	$487K	Buy	5,106 +8	+0.2%	+$688	0.06%	179
2023 Q3	$423K	Buy	5,098 +261	+5%	+$23.5K	0.06%	176
2023 Q2	$437K	Buy	4,837 +918	+23%	+$81K	0.06%	180
2023 Q1	$348K	Buy	3,919 +1,510	+63%	+$138K	0.05%	190
2022 Q4	$210K	Buy	+2,409	New	+$211K	0.03%	221