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Wealthquest Corp
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| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SPDR SERIES TRUST | SMD | 222,083 | 86,903 | 10,191,393,000 | 10,186,181,000 | $45,890.02 |
| 09/30/2022 | SPDR SERIES TRUST | SMD | 135,180 | 69,606 | 5,212,000 | 2,610,000 | $38.56 |
| 06/30/2022 | SPDR SERIES TRUST | SMD | 65,574 | 33,895 | 2,602,000 | 1,027,000 | $39.68 |
| 03/31/2022 | SPDR SERIES TRUST | SMD | 31,679 | 0 | 1,575,000 | 0 | $49.72 |
| 12/31/2021 | SPDR SERIES TRUST | SMD | 31,679 | 12,644 | 1,575,000 | 697,000 | $49.72 |
| 09/30/2021 | SPDR SERIES TRUST | SMD | 19,035 | 8,021 | 878,000 | 359,000 | $46.13 |
| 06/30/2021 | SPDR SERIES TRUST | SMD | 11,014 | 11,014 | 519,000 | 519,000 | $47.12 |
| 06/30/2020 | SPDR SERIES TRUST | SMD | 0 | -139,230 | 0 | -5,044,000 | |
| 12/31/2019 | SPDR SERIES TRUST | SMD | 139,230 | -25,492 | 5,044,000 | -568,000 | $36.23 |
| 06/30/2019 | SPDR SERIES TRUST | SMD | 164,722 | -3,166 | 5,612,000 | 17,000 | $34.07 |
| 03/31/2019 | SPDR SERIES TRUST | SMD | 167,888 | 13,845 | 5,595,000 | 1,064,000 | $33.33 |
| 12/31/2018 | SPDR SERIES TRUST | SMD | 154,043 | 154,043 | 4,531,000 | 4,531,000 | $29.41 |
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