Vishria Bird Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$589K	Hold	989	–	–	0.12%	61
2025 Q2	$560K	Hold	989	–	–	0.19%	52
2025 Q1	$528K	Hold	989	–	–	0.18%	50
2024 Q4	$563K	Sell	989 -2	-0.2%	-$1.17K	0.2%	52
2024 Q3	$565K	Sell	991 -1	-0.1%	-$551	0.21%	51
2024 Q2	$531K	Hold	992	–	–	0.22%	44
2024 Q1	$552K	Hold	992	–	–	0.24%	42
2023 Q4	$503K	Sell	992 -1	-0.1%	-$464	0.24%	40
2023 Q3	$453K	Hold	993	–	–	0.26%	37
2023 Q2	$476K	Hold	993	–	–	0.28%	35
2023 Q1	$455K	Hold	993	–	–	0.29%	35
2022 Q4	$440K	Hold	993	–	–	0.31%	35
2022 Q3	$399K	Hold	993	–	–	0.27%	37
2022 Q2	$411K	Hold	993	–	–	0.27%	35
2022 Q1	$487K	Hold	993	–	–	0.27%	34
2021 Q4	$514K	Hold	993	–	–	0.24%	39
2021 Q3	$478K	Sell	993 -3	-0.3%	-$1.47K	0.25%	39
2021 Q2	$489K	Sell	996 -5	-0.5%	-$2.47K	0.24%	40
2021 Q1	$477K	Hold	1,001	–	–	0.26%	36
2020 Q4	$420K	Hold	1,001	–	–	0.24%	34
2020 Q3	$339K	Sell	1,001 -15	-1%	-$5.12K	0.21%	34
2020 Q2	$330K	Hold	1,016	–	–	0.26%	28
2020 Q1	$267K	Hold	1,016	–	–	0.28%	33
2019 Q4	$381K	Sell	1,016 -140	-12%	-$50.6K	0.37%	28
2019 Q3	$407K	Hold	1,156	–	–	0.47%	26
2019 Q2	$410K	Sell	1,156 -8	-0.7%	-$2.8K	0.41%	27
2019 Q1	$402K	Sell	1,164 -29	-2%	-$9.76K	0.41%	30
2018 Q4	$361K	Hold	1,193	–	–	0.4%	32
2018 Q3	$438K	Hold	1,193	–	–	0.38%	26
2018 Q2	$424K	Buy	+1,193	New	+$419K	0.39%	27