Resonant Capital 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	$1.53M	Hold	3,300	–	–	0.08%	146
2025 Q4	$1.59M	Hold	3,300	–	–	0.09%	130
2025 Q3	$1.53M	Hold	3,300	–	–	0.09%	135
2025 Q2	$1.46M	Hold	3,300	–	–	0.09%	131
2025 Q1	$1.39M	Hold	3,300	–	–	0.1%	131
2024 Q4	$1.41M	Hold	3,300	–	–	0.1%	127
2024 Q3	$1.4M	Hold	3,300	–	–	0.1%	131
2024 Q2	$1.29M	Hold	3,300	–	–	0.11%	129
2024 Q1	$1.32M	Hold	3,300	–	–	0.11%	129
2023 Q4	$1.25M	Hold	3,300	–	–	0.12%	128
2023 Q3	$1.11M	Hold	3,300	–	–	0.12%	121
2023 Q2	$1.14M	Hold	3,300	–	–	0.12%	119
2023 Q1	$1.1M	Hold	3,300	–	–	0.12%	117
2022 Q4	$1.1M	Hold	3,300	–	–	0.14%	113
2022 Q3	$951K	Hold	3,300	–	–	0.14%	112
2022 Q2	$1.02M	Hold	3,300	–	–	0.16%	104
2022 Q1	$1.15M	Hold	3,300	–	–	0.17%	98
2021 Q4	$1.2M	Hold	3,300	–	–	0.18%	90
2021 Q3	$1.12M	Hold	3,300	–	–	0.2%	88
2021 Q2	$1.14M	Hold	3,300	–	–	0.22%	85
2021 Q1	$1.09M	Hold	3,300	–	–	0.22%	81
2020 Q4	$1.01M	Hold	3,300	–	–	0.24%	82
2020 Q3	$918K	Hold	3,300	–	–	0.26%	78
2020 Q2	$851K	Sell	3,300 -200	-6%	-$49.2K	0.25%	85
2020 Q1	$767K	Sell	3,500 -604	-15%	-$160K	0.28%	97
2019 Q4	$1.17M	Buy	+4,104	New	+$1.13M	0.37%	86