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Lutz Financial Services LLC
> MDY
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 20,045 | -15 | 9,599,923,000 | 717,715,000 | $478,918.58 |
| 12/31/2022 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 20,060 | -24 | 8,882,208,000 | 8,873,904,000 | $442,782.05 |
| 06/30/2022 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 20,084 | 0 | 8,304,000 | -1,546,000 | $413.46 |
| 03/31/2022 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 20,084 | -153 | 9,850,000 | -626,000 | $490.44 |
| 12/31/2021 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 20,237 | -70 | 10,476,000 | 711,000 | $517.67 |
| 09/30/2021 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 20,307 | -5 | 9,765,000 | -208,000 | $480.87 |
| 06/30/2021 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 20,312 | -490 | 9,973,000 | 1,238,000 | $490.99 |
| 12/31/2020 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 20,802 | -1,126 | 8,735,000 | 1,305,000 | $419.91 |
| 09/30/2020 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 21,928 | -46 | 7,430,000 | 300,000 | $338.84 |
| 06/30/2020 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 21,974 | -223 | 7,130,000 | 1,295,000 | $324.47 |
| 03/31/2020 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 22,197 | -440 | 5,835,000 | -2,663,000 | $262.87 |
| 12/31/2019 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 22,637 | -107 | 8,498,000 | 481,000 | $375.40 |
| 09/30/2019 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 22,744 | -228 | 8,017,000 | -129,000 | $352.49 |
| 06/30/2019 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 22,972 | -132 | 8,146,000 | 166,000 | $354.61 |
| 03/31/2019 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 23,104 | -54 | 7,980,000 | 971,000 | $345.39 |
| 12/31/2018 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 23,158 | -367 | 7,009,000 | -1,635,000 | $302.66 |
| 09/30/2018 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 23,525 | 8,864 | 8,644,000 | 3,439,000 | $367.44 |
| 06/30/2018 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 14,661 | -122 | 5,205,000 | 153,000 | $355.02 |
| 03/31/2018 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 14,783 | -105 | 5,052,000 | -90,000 | $341.74 |
| 12/31/2017 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 14,888 | 14,888 | 5,142,000 | 5,142,000 | $345.38 |
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