SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 78,690 Value ($000) $53,660 Avg Close — Range —
Q3 2025
Shares 80,221 Value ($000) $53,442 Avg Close — Range —
Q2 2025
Shares 78,469 Value ($000) $48,483 Avg Close — Range —
Q1 2025
Shares 21,764 Value ($000) $12,175 Avg Close — Range —
Q4 2024
Shares 19,529 Value ($000) $11,446 Avg Close — Range —
Q1 2022
Shares 33,449 Value ($000) $15,107 Avg Close — Range —
Q4 2021
Shares 28,229 Value ($000) $13,408 Avg Close — Range —
Q3 2021
Shares 24,732 Value ($000) $10,614 Avg Close — Range —
Q2 2021
Shares 23,467 Value ($000) $10,045 Avg Close — Range —
Q1 2021
Shares 21,283 Value ($000) $8,435 Avg Close — Range —
Q4 2020
Shares 27,141 Value ($000) $10,148 Avg Close — Range —
Q3 2020
Shares 41,438 Value ($000) $13,877 Avg Close — Range —
Q2 2020
Shares 902 Value ($000) $278 Avg Close — Range —
Q1 2020
Shares 19,558 Value ($000) $5,041 Avg Close — Range —
Q4 2019
Shares 64,479 Value ($000) $20,753 Avg Close — Range —
Q3 2019
Shares 29,546 Value ($000) $8,768 Avg Close — Range —
Q2 2019
Shares 30,155 Value ($000) $8,835 Avg Close — Range —
Q1 2019
Shares 34,336 Value ($000) $9,699 Avg Close — Range —