SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Synergy Financial Group, LTD's Holding History (CIK: 0001905669)

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

Q4 2025
Shares 377 Value ($000) $257 Avg Close — Range —
Q3 2025
Shares 484 Value ($000) $322 Avg Close — Range —
Q2 2025
Shares 524 Value ($000) $324 Avg Close — Range —
Q1 2025
Shares 524 Value ($000) $293 Avg Close — Range —
Q3 2024
Shares 406 Value ($000) $233 Avg Close — Range —
Q3 2023
Shares 1,654 Value ($000) $707 Avg Close — Range —
Q2 2023
Shares 1,529 Value ($000) $678 Avg Close — Range —