Fidelity Tr 500 Index Ins Prem

Ticker: FXAIX CUSIP: 315911750 Class: MUTUAL FUNDS

Grey Fox Wealth Advisors, LLC's Holding History (CIK: 0001965362)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 31,867 Value ($000) $83 Avg Close — Range —
Q3 2025
Shares 25,100 Value ($000) $64 Avg Close — Range —
Q2 2025
Shares 20,603 Value ($000) $49 Avg Close — Range —
Q1 2025
Shares 19,466 Value ($000) $42 Avg Close — Range —
Q4 2024
Shares 18,366 Value ($000) $43 Avg Close — Range —
Q3 2024
Shares 17,189 Value ($000) $38 Avg Close — Range —