SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Schulz Wealth, LTD.'s Holding History (CIK: 0002011780)

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

Q4 2025
Shares 1,037 Value ($000) $708 Avg Close Range
Q3 2025
Shares 1,037 Value ($000) $691 Avg Close Range
Q2 2025
Shares 981 Value ($000) $606 Avg Close Range
Q1 2025
Shares 510 Value ($000) $285 Avg Close Range
Q4 2024
Shares 510 Value ($000) $299 Avg Close Range
Q3 2024
Shares 510 Value ($000) $293 Avg Close Range
Q2 2024
Shares 510 Value ($000) $278 Avg Close Range
Q1 2024
Shares 510 Value ($000) $267 Avg Close Range
Q4 2023
Shares 510 Value ($000) $242 Avg Close Range