SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Independent Family Office, LLC's Holding History (CIK: 0001756485)

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

Q4 2025
Shares 46,220 Value ($000) $31,518 Avg Close — Range —
Q3 2025
Shares 46,220 Value ($000) $30,791 Avg Close — Range —
Q2 2025
Shares 47,632 Value ($000) $29,429 Avg Close — Range —
Q1 2025
Shares 47,632 Value ($000) $26,645 Avg Close — Range —
Q4 2024
Shares 47,550 Value ($000) $27,868 Avg Close — Range —
Q3 2024
Shares 47,474 Value ($000) $27,239 Avg Close — Range —
Q2 2024
Shares 42,152 Value ($000) $22,940 Avg Close — Range —
Q1 2024
Shares 48,672 Value ($000) $25,459 Avg Close — Range —
Q4 2023
Shares 48,668 Value ($000) $23,133 Avg Close — Range —
Q3 2023
Shares 47,137 Value ($000) $20,150 Avg Close — Range —
Q2 2023
Shares 46,184 Value ($000) $20,473 Avg Close — Range —
Q1 2023
Shares 44,298 Value ($000) $18,135 Avg Close — Range —
Q4 2022
Shares 45,180 Value ($000) $17,278 Avg Close — Range —
Q3 2022
Shares 163,889 Value ($000) $58,538 Avg Close — Range —
Q2 2022
Shares 41,284 Value ($000) $6,955 Avg Close — Range —
Q1 2022
Shares 381,773 Value ($000) $172,424 Avg Close — Range —
Q4 2021
Shares 311,339 Value ($000) $147,874 Avg Close — Range —
Q3 2021
Shares 311,568 Value ($000) $133,761 Avg Close — Range —
Q2 2021
Shares 313,922 Value ($000) $134,378 Avg Close — Range —
Q1 2021
Shares 316,760 Value ($000) $125,542 Avg Close — Range —
Q4 2020
Shares 314,489 Value ($000) $117,581 Avg Close — Range —
Q3 2020
Shares 311,421 Value ($000) $104,292 Avg Close — Range —
Q2 2020
Shares 309,600 Value ($000) $95,468 Avg Close — Range —
Q1 2020
Shares 303,049 Value ($000) $78,111 Avg Close — Range —
Q4 2019
Shares 225,400 Value ($000) $72,547 Avg Close — Range —