FIDELITY WISE ORIGIN BITCOIN

Ticker: FBTC CUSIP: 315948109 Class: SHS

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 5,046 Value ($000) $385 Avg Close — Range —
Q3 2025
Shares 5,146 Value ($000) $514 Avg Close — Range —
Q2 2025
Shares 5,146 Value ($000) $484 Avg Close — Range —
Q1 2025
Shares 5,146 Value ($000) $370 Avg Close — Range —
Q4 2024
Shares 5,146 Value ($000) $420 Avg Close — Range —
Q2 2024
Shares 6,803 Value ($000) $357 Avg Close — Range —