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Collaborative Wealth Managment Inc.
> SMD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SPDR SERIES TRUST | SMD | 114,486 | 2,045 | 5,253,743,000 | 313,065,000 | $45,889.83 |
| 03/31/2023 | SPDR SERIES TRUST | SMD | 112,441 | 85,330 | 4,940,678,000 | 4,939,602,000 | $43,940.18 |
| 06/30/2022 | SPDR SERIES TRUST | SMD | 27,111 | 1,362 | 1,076,000 | -205,000 | $39.69 |
| 12/31/2021 | SPDR SERIES TRUST | SMD | 25,749 | 25,749 | 1,281,000 | 1,281,000 | $49.75 |
| 03/31/2021 | SPDR SERIES TRUST | SMD | 25,635 | 25,635 | 1,209,000 | 1,209,000 | $47.16 |
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