S&P GLOBAL INC

Ticker: SPGI CUSIP: 78409V104 Class: COM

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 1,450 Value ($000) $758 Avg Close $494.21 Range $469.08 - $532.46
Q3 2025
Shares 1,107 Value ($000) $538 Avg Close $533.84 Range $481.42 - $576.91
Q2 2025
Shares 1,077 Value ($000) $568 Avg Close $496.65 Range $424.77 - $526.21
Q1 2025
Shares 525 Value ($000) $267 Avg Close $507.58 Range $471.41 - $541.39