SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 325 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 325 Value ($000) $217 Avg Close — Range —
Q2 2025
Shares 325 Value ($000) $201 Avg Close — Range —