SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 409 Value ($000) $279 Avg Close — Range —
Q2 2025
Shares 453 Value ($000) $280 Avg Close — Range —
Q1 2025
Shares 566 Value ($000) $317 Avg Close — Range —
Q4 2024
Shares 504 Value ($000) $295 Avg Close — Range —
Q3 2024
Shares 507 Value ($000) $291 Avg Close — Range —
Q2 2024
Shares 499 Value ($000) $272 Avg Close — Range —
Q1 2024
Shares 433 Value ($000) $226 Avg Close — Range —
Q3 2023
Shares 814 Value ($000) $348 Avg Close — Range —
Q2 2023
Shares 525 Value ($000) $233 Avg Close — Range —
Q4 2022
Shares 774 Value ($000) $296 Avg Close — Range —