Leading Edge Financial Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27M	Buy	1,054,971 +49,758	+5%	+$1.28M	5.69%	8
2025 Q4	$25.9M	Buy	1,005,213 +94,276	+10%	+$2.44M	5.9%	7
2025 Q3	$23.5M	Buy	910,937 +68,063	+8%	+$1.74M	5.91%	7
2025 Q2	$21.6M	Buy	842,874 +32,742	+4%	+$828K	6%	7
2025 Q1	$20.7M	Buy	810,132 +32,505	+4%	+$820K	6.46%	6
2024 Q4	$19.4M	Sell	777,627 -679,441	-47%	-$17.3M	6.38%	6
2024 Q3	$38.1M	Buy	1,457,068 +156,738	+12%	+$4.04M	12.76%	3
2024 Q2	$32.6M	Buy	1,300,330 +157,861	+14%	+$3.93M	13.09%	2
2024 Q1	$28.9M	Buy	1,142,469 +242,754	+27%	+$6.14M	12.79%	3
2023 Q4	$23.1M	Buy	899,715 +287,148	+47%	+$7.06M	11.97%	2
2023 Q3	$14.9M	Buy	612,567 +99,070	+19%	+$2.47M	9.55%	3
2023 Q2	$13M	Buy	513,497 +71,369	+16%	+$1.83M	8.53%	4
2023 Q1	$11.4M	Buy	442,128 +96,861	+28%	+$2.48M	8.25%	3
2022 Q4	$8.68M	Buy	+345,267	New	+$8.65M	7.51%	4