SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 48,257 Value ($000) $32,908 Avg Close — Range —
Q3 2025
Shares 48,979 Value ($000) $32,629 Avg Close — Range —
Q2 2025
Shares 46,670 Value ($000) $28,835 Avg Close — Range —
Q1 2025
Shares 46,597 Value ($000) $26,066 Avg Close — Range —
Q4 2024
Shares 47,324 Value ($000) $27,736 Avg Close — Range —
Q3 2024
Shares 46,813 Value ($000) $26,859 Avg Close — Range —
Q2 2024
Shares 46,860 Value ($000) $25,502 Avg Close — Range —
Q1 2024
Shares 45,306 Value ($000) $23,698 Avg Close — Range —
Q4 2023
Shares 45,952 Value ($000) $21,841 Avg Close — Range —
Q3 2023
Shares 48,060 Value ($000) $20,545 Avg Close — Range —
Q2 2023
Shares 46,063 Value ($000) $20,419 Avg Close — Range —
Q1 2023
Shares 45,714 Value ($000) $18,715 Avg Close — Range —
Q4 2022
Shares 46,120 Value ($000) $17,638 Avg Close — Range —
Q3 2022
Shares 45,364 Value ($000) $16,203 Avg Close — Range —
Q2 2022
Shares 44,901 Value ($000) $16,939 Avg Close — Range —
Q1 2022
Shares 43,868 Value ($000) $19,812 Avg Close — Range —
Q4 2021
Shares 43,185 Value ($000) $20,511 Avg Close — Range —