SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 102,931 Value ($000) $70,191 Avg Close — Range —
Q3 2025
Shares 103,740 Value ($000) $69,109 Avg Close — Range —
Q2 2025
Shares 108,171 Value ($000) $66,833 Avg Close — Range —
Q1 2025
Shares 129,680 Value ($000) $72,542 Avg Close — Range —
Q4 2024
Shares 119,206 Value ($000) $69,864 Avg Close — Range —
Q3 2024
Shares 520,043 Value ($000) $116,054 Avg Close — Range —
Q2 2024
Shares 124,992 Value ($000) $68,023 Avg Close — Range —
Q1 2024
Shares 118,864 Value ($000) $62,174 Avg Close — Range —
Q3 2018
Shares 13,632 Value ($000) $3,963 Avg Close — Range —
Q2 2018
Shares 12,565 Value ($000) $3,409 Avg Close — Range —
Q1 2018
Shares 13,258 Value ($000) $3,489 Avg Close — Range —
Q4 2017
Shares 4,145 Value ($000) $1,106 Avg Close — Range —