SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

IAMS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001998182)

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

Q4 2025
Shares 18,830 Value ($000) $12,842 Avg Close — Range —
Q3 2025
Shares 18,602 Value ($000) $12,394 Avg Close — Range —
Q2 2025
Shares 17,720 Value ($000) $10,949 Avg Close — Range —
Q1 2025
Shares 17,271 Value ($000) $9,662 Avg Close — Range —
Q4 2024
Shares 16,708 Value ($000) $9,792 Avg Close — Range —
Q3 2024
Shares 13,698 Value ($000) $7,859 Avg Close — Range —
Q2 2024
Shares 12,507 Value ($000) $6,807 Avg Close — Range —
Q1 2024
Shares 3,717 Value ($000) $1,882 Avg Close — Range —
Q4 2023
Shares 1,221 Value ($000) $580 Avg Close — Range —
Q3 2023
Shares 1,242 Value ($000) $531 Avg Close — Range —
Q1 2023
Shares 673 Value ($000) $272 Avg Close — Range —
Q4 2022
Shares 608 Value ($000) $233 Avg Close — Range —