SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

LANDMARK WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0001985016)

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

Q4 2025
Shares 40,988 Value ($000) $27,951 Avg Close — Range —
Q3 2025
Shares 41,690 Value ($000) $27,773 Avg Close — Range —
Q2 2025
Shares 28,914 Value ($000) $17,865 Avg Close — Range —
Q1 2025
Shares 22,142 Value ($000) $12,386 Avg Close — Range —
Q4 2024
Shares 31,097 Value ($000) $18,225 Avg Close — Range —
Q3 2024
Shares 33,191 Value ($000) $19,044 Avg Close — Range —
Q2 2024
Shares 27,334 Value ($000) $14,876 Avg Close — Range —
Q1 2024
Shares 2,647 Value ($000) $1,385 Avg Close — Range —
Q4 2023
Shares 2,917 Value ($000) $1,386 Avg Close — Range —