SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Fiduciary Wealth Partners, LLC's Holding History (CIK: 0001666504)

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

Q4 2025
Shares 7,776 Value ($000) $5,302 Avg Close — Range —
Q3 2025
Shares 7,733 Value ($000) $5,151 Avg Close — Range —
Q2 2025
Shares 1,255 Value ($000) $775 Avg Close — Range —
Q1 2025
Shares 6,467 Value ($000) $3,617 Avg Close — Range —
Q4 2016
Shares 414 Value ($000) $94 Avg Close — Range —
Q3 2016
Shares 414 Value ($000) $90 Avg Close — Range —
Q2 2016
Shares 540 Value ($000) $113 Avg Close — Range —
Q1 2016
Shares 540 Value ($000) $111 Avg Close — Range —