SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 4,958 Value ($000) $3,381 Avg Close — Range —
Q3 2025
Shares 5,171 Value ($000) $3,445 Avg Close — Range —
Q2 2025
Shares 5,075 Value ($000) $3,136 Avg Close — Range —
Q1 2025
Shares 5,191 Value ($000) $2,904 Avg Close — Range —
Q4 2024
Shares 4,874 Value ($000) $2,857 Avg Close — Range —
Q3 2024
Shares 4,928 Value ($000) $2,828 Avg Close — Range —
Q2 2024
Shares 4,456 Value ($000) $2,425 Avg Close — Range —
Q1 2024
Shares 4,391 Value ($000) $2,297 Avg Close — Range —
Q4 2023
Shares 5,237 Value ($000) $2,489 Avg Close — Range —
Q3 2023
Shares 4,560 Value ($000) $1,949 Avg Close — Range —
Q2 2023
Shares 4,596 Value ($000) $2,038 Avg Close — Range —
Q1 2023
Shares 4,516 Value ($000) $1,849 Avg Close — Range —
Q4 2022
Shares 5,820 Value ($000) $2,226 Avg Close — Range —