SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 7,591 Value ($000) $5,176 Avg Close — Range —
Q3 2025
Shares 6,668 Value ($000) $4,442 Avg Close — Range —
Q2 2025
Shares 6,295 Value ($000) $3,907 Avg Close — Range —
Q1 2025
Shares 3,946 Value ($000) $2,207 Avg Close — Range —
Q4 2024
Shares 3,155 Value ($000) $1,867 Avg Close — Range —
Q3 2024
Shares 2,394 Value ($000) $1,374 Avg Close — Range —
Q2 2024
Shares 2,355 Value ($000) $1,282 Avg Close — Range —
Q1 2024
Shares 2,351 Value ($000) $1,230 Avg Close — Range —
Q4 2023
Shares 2,341 Value ($000) $1,113 Avg Close — Range —
Q3 2023
Shares 2,726 Value ($000) $1,165 Avg Close — Range —
Q2 2023
Shares 2,716 Value ($000) $1,202 Avg Close — Range —
Q1 2023
Shares 3,706 Value ($000) $1,517 Avg Close — Range —
Q4 2022
Shares 1,215 Value ($000) $465 Avg Close — Range —
Q3 2022
Shares 1,149 Value ($000) $410 Avg Close — Range —
Q2 2022
Shares 1,125 Value ($000) $465 Avg Close — Range —