NUVEEN S&P 500 DYNAMIC OVERW

CUSIP: 6706EW100 Class: COM

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

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

Q4 2025
Shares 542 Value ($000) $10 Avg Close — Range —
Q3 2025
Shares 522 Value ($000) $9 Avg Close — Range —
Q2 2025
Shares 772 Value ($000) $14 Avg Close — Range —
Q1 2025
Shares 757 Value ($000) $13 Avg Close — Range —