Prosperity Planning’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 Q2	$415K	Hold	794	–	–	0.1%	85
2026 Q1	$368K	Hold	794	–	–	0.09%	88
2025 Q4	$382K	Sell	794 -10	-1%	-$4.73K	0.1%	84
2025 Q3	$373K	Hold	804	–	–	0.1%	84
2025 Q2	$354K	Hold	804	–	–	0.1%	83
2025 Q1	$338K	Sell	804 -8	-1%	-$3.46K	0.11%	82
2024 Q4	$346K	Buy	812 +2	+0.2%	+$866	0.11%	81
2024 Q3	$343K	Buy	810 +5	+0.6%	+$2.03K	0.11%	84
2024 Q2	$315K	Buy	805 +10	+1%	+$3.88K	0.11%	86
2024 Q1	$316K	Hold	795	–	–	0.11%	79
2023 Q4	$300K	Hold	795	–	–	0.11%	80
2023 Q3	$266K	Hold	795	–	–	0.11%	76
2023 Q2	$273K	Buy	795 +13	+2%	+$4.38K	0.11%	77
2023 Q1	$260K	Buy	+782	New	+$260K	0.11%	76
2022 Q4	–	Sell	-782	Closed	-$225K	–	78
2022 Q3	$225K	Hold	782	–	–	0.12%	77
2022 Q2	$241K	Hold	782	–	–	0.12%	67
2022 Q1	$271K	Hold	782	–	–	0.13%	65
2021 Q4	$284K	Buy	782 +12	+2%	+$4.26K	0.14%	62
2021 Q3	$260K	Hold	770	–	–	0.14%	68
2021 Q2	$266K	Hold	770	–	–	0.17%	65
2021 Q1	$254K	Hold	770	–	–	0.18%	66
2020 Q4	$235K	Buy	+770	New	+$224K	0.2%	63

Other funds holding DIA