SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Mittelman Wealth Management's Holding History (CIK: 0002021464)

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

Q4 2025
Shares 645 Value ($000) $440 Avg Close — Range —
Q3 2025
Shares 649 Value ($000) $432 Avg Close — Range —
Q2 2025
Shares 675 Value ($000) $417 Avg Close — Range —
Q1 2025
Shares 689 Value ($000) $386 Avg Close — Range —
Q4 2024
Shares 823 Value ($000) $482 Avg Close — Range —
Q3 2024
Shares 921 Value ($000) $528 Avg Close — Range —
Q2 2024
Shares 794 Value ($000) $432 Avg Close — Range —
Q1 2024
Shares 997 Value ($000) $522 Avg Close — Range —