SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

EnRich Financial Partners LLC's Holding History (CIK: 0001955091)

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

Q4 2025
Shares 488 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 666 Value ($000) $444 Avg Close — Range —
Q2 2025
Shares 666 Value ($000) $412 Avg Close — Range —
Q1 2025
Shares 707 Value ($000) $396 Avg Close — Range —
Q4 2024
Shares 693 Value ($000) $406 Avg Close — Range —
Q3 2024
Shares 498 Value ($000) $286 Avg Close — Range —
Q2 2024
Shares 501 Value ($000) $273 Avg Close — Range —
Q1 2024
Shares 506 Value ($000) $265 Avg Close — Range —
Q4 2023
Shares 519 Value ($000) $247 Avg Close — Range —