SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Monument Group Wealth Advisors, LLC's Holding History (CIK: 0001965665)

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

Q4 2025
Shares 996 Value ($000) $679 Avg Close — Range —
Q3 2025
Shares 606 Value ($000) $404 Avg Close — Range —
Q2 2025
Shares 606 Value ($000) $374 Avg Close — Range —
Q1 2025
Shares 606 Value ($000) $339 Avg Close — Range —
Q4 2024
Shares 606 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 606 Value ($000) $348 Avg Close — Range —
Q2 2024
Shares 606 Value ($000) $330 Avg Close — Range —
Q1 2024
Shares 606 Value ($000) $317 Avg Close — Range —
Q4 2023
Shares 606 Value ($000) $288 Avg Close — Range —