NEW YORK LIFE INVTS ACTIVE E

Ticker: MMSD CUSIP: 64953X100 Class: NYLI MACKAY MUNI

M Wealth Management, LLC's Holding History (CIK: 0002026150)

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

Q4 2025
Shares 44,100 Value ($000) $1,119 Avg Close — Range —
Q3 2025
Shares 33,000 Value ($000) $842 Avg Close — Range —