Retirement Income Solutions’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$955K	Sell	15,138 -146	-1%	-$9.65K	0.16%	56
2025 Q4	$1.01M	Buy	15,284 +1,442	+10%	+$93.8K	0.17%	52
2025 Q3	$880K	Sell	13,842 -767	-5%	-$46.8K	0.15%	57
2025 Q2	$855K	Buy	14,609 +1,012	+7%	+$54.8K	0.16%	56
2025 Q1	$727K	Hold	13,597	–	–	0.15%	57
2024 Q4	$768K	Sell	13,597 -39	-0.3%	-$2.23K	0.16%	53
2024 Q3	$760K	Hold	13,636	–	–	0.17%	54
2024 Q2	$724K	Sell	13,636 -5,711	-30%	-$291K	0.17%	53
2024 Q1	$980K	Sell	19,347 -1,015	-5%	-$49K	0.22%	49
2023 Q4	$941K	Buy	20,362 +2,560	+14%	+$111K	0.23%	48
2023 Q3	$739K	Buy	17,802 +836	+5%	+$36.1K	0.21%	55
2023 Q2	$730K	Buy	16,966 +2,495	+17%	+$102K	0.2%	58
2023 Q1	$571K	Sell	14,471 -318	-2%	-$12.2K	0.17%	66
2022 Q4	$542K	Buy	14,789 +7,427	+101%	+$274K	0.17%	65
2022 Q3	$255K	Buy	7,362 +829	+13%	+$31.5K	0.09%	95
2022 Q2	$237K	Sell	6,533 -16,302	-71%	-$640K	0.08%	96
2022 Q1	$991K	Buy	+22,835	New	+$975K	0.27%	36