SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

MONEYWISE, INC.'s Holding History (CIK: 0001703080)

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

Q4 2025
Shares 24,417 Value ($000) $16,651 Avg Close — Range —
Q3 2025
Shares 25,581 Value ($000) $17,041 Avg Close — Range —
Q2 2025
Shares 26,351 Value ($000) $16,281 Avg Close — Range —
Q1 2025
Shares 24,911 Value ($000) $13,935 Avg Close — Range —
Q4 2024
Shares 23,944 Value ($000) $14,033 Avg Close — Range —
Q3 2024
Shares 20,424 Value ($000) $11,718 Avg Close — Range —
Q2 2024
Shares 12,199 Value ($000) $6,639 Avg Close — Range —
Q1 2024
Shares 8,020 Value ($000) $4,195 Avg Close — Range —
Q4 2023
Shares 2,609 Value ($000) $1,240 Avg Close — Range —
Q3 2023
Shares 655 Value ($000) $280 Avg Close — Range —