SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

49 WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002022291)

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

Q4 2025
Shares 1,921 Value ($000) $1,310 Avg Close — Range —
Q3 2025
Shares 1,793 Value ($000) $1,194 Avg Close — Range —
Q2 2025
Shares 1,325 Value ($000) $819 Avg Close — Range —
Q1 2025
Shares 19,666 Value ($000) $11,001 Avg Close — Range —
Q4 2024
Shares 1,522 Value ($000) $892 Avg Close — Range —
Q3 2024
Shares 2,622 Value ($000) $1,505 Avg Close — Range —
Q2 2024
Shares 2,476 Value ($000) $1,350 Avg Close — Range —
Q1 2024
Shares 2,323 Value ($000) $1,213 Avg Close — Range —
Q4 2023
Shares 2,163 Value ($000) $1,028 Avg Close — Range —