SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 782 Value ($000) $533 Avg Close — Range —
Q3 2025
Shares 782 Value ($000) $521 Avg Close — Range —
Q2 2025
Shares 531 Value ($000) $328 Avg Close — Range —
Q1 2025
Shares 531 Value ($000) $297 Avg Close — Range —
Q4 2024
Shares 531 Value ($000) $311 Avg Close — Range —
Q3 2024
Shares 453 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 446 Value ($000) $243 Avg Close — Range —
Q1 2024
Shares 437 Value ($000) $229 Avg Close — Range —
Q4 2023
Shares 437 Value ($000) $208 Avg Close — Range —
Q4 2022
Shares 725 Value ($000) $277 Avg Close — Range —