SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 12,952 Value ($000) $8,832 Avg Close — Range —
Q3 2025
Shares 12,040 Value ($000) $8,021 Avg Close — Range —
Q2 2025
Shares 796 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 484 Value ($000) $270 Avg Close — Range —
Q2 2024
Shares 346 Value ($000) $189 Avg Close — Range —