SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 213,661 Value ($000) $145,700 Avg Close — Range —
Q3 2025
Shares 212,212 Value ($000) $141,372 Avg Close — Range —
Q2 2025
Shares 212,931 Value ($000) $131,559 Avg Close — Range —
Q1 2025
Shares 203,119 Value ($000) $113,623 Avg Close — Range —
Q4 2024
Shares 211,796 Value ($000) $124,129 Avg Close — Range —
Q3 2024
Shares 203,416 Value ($000) $116,712 Avg Close — Range —
Q2 2024
Shares 198,464 Value ($000) $108,008 Avg Close — Range —
Q1 2024
Shares 193,642 Value ($000) $101,288 Avg Close — Range —
Q4 2023
Shares 185,903 Value ($000) $88,361 Avg Close — Range —
Q3 2023
Shares 178,257 Value ($000) $76,201 Avg Close — Range —
Q2 2023
Shares 174,327 Value ($000) $77,276 Avg Close — Range —
Q1 2023
Shares 172,632 Value ($000) $70,674 Avg Close — Range —
Q4 2022
Shares 176,603 Value ($000) $68 Avg Close — Range —
Q3 2022
Shares 169,883 Value ($000) $61 Avg Close — Range —
Q2 2022
Shares 141,282 Value ($000) $53 Avg Close — Range —
Q1 2022
Shares 130,716 Value ($000) $59,037 Avg Close — Range —
Q3 2021
Shares 103,696 Value ($000) $44,500 Avg Close — Range —
Q1 2021
Shares 91,549 Value ($000) $36,283 Avg Close — Range —
Q4 2020
Shares 84,296 Value ($000) $31,516 Avg Close — Range —