SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 3,373 Value ($000) $2,300 Avg Close — Range —
Q3 2025
Shares 3,401 Value ($000) $2,266 Avg Close — Range —
Q2 2025
Shares 3,414 Value ($000) $2,109 Avg Close — Range —
Q1 2025
Shares 3,414 Value ($000) $1,910 Avg Close — Range —
Q4 2024
Shares 3,406 Value ($000) $1,996 Avg Close — Range —
Q3 2024
Shares 3,410 Value ($000) $1,956 Avg Close — Range —
Q2 2024
Shares 3,498 Value ($000) $1,903 Avg Close — Range —
Q1 2024
Shares 3,512 Value ($000) $1,837 Avg Close — Range —
Q4 2023
Shares 3,512 Value ($000) $1,669 Avg Close — Range —
Q3 2023
Shares 3,512 Value ($000) $1,501 Avg Close — Range —
Q2 2023
Shares 3,477 Value ($000) $1,541 Avg Close — Range —