SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 2,059 Value ($000) $1,404 Avg Close — Range —
Q3 2025
Shares 2,059 Value ($000) $1,372 Avg Close — Range —
Q2 2025
Shares 2,059 Value ($000) $1,272 Avg Close — Range —
Q1 2025
Shares 1,957 Value ($000) $1,095 Avg Close — Range —
Q4 2024
Shares 1,957 Value ($000) $1,147 Avg Close — Range —
Q3 2024
Shares 1,927 Value ($000) $1,106 Avg Close — Range —
Q2 2024
Shares 1,927 Value ($000) $1,049 Avg Close — Range —
Q1 2024
Shares 1,924 Value ($000) $1,007 Avg Close — Range —
Q4 2023
Shares 1,924 Value ($000) $915 Avg Close — Range —