SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 201 Value ($000) $137 Avg Close — Range —
Q3 2025
Shares 501 Value ($000) $334 Avg Close — Range —
Q2 2025
Shares 221 Value ($000) $137 Avg Close — Range —
Q1 2025
Shares 219 Value ($000) $123 Avg Close — Range —
Q4 2024
Shares 171 Value ($000) $100 Avg Close — Range —