SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 1,163 Value ($000) $793 Avg Close — Range —
Q3 2025
Shares 1,163 Value ($000) $775 Avg Close — Range —
Q2 2025
Shares 1,260 Value ($000) $778 Avg Close — Range —
Q1 2025
Shares 560 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 560 Value ($000) $328 Avg Close — Range —