SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

MARSHALL INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002022427)

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

Q4 2025
Shares 7,703 Value ($000) $5,253 Avg Close — Range —
Q3 2025
Shares 10,583 Value ($000) $7,050 Avg Close — Range —
Q2 2025
Shares 2,995 Value ($000) $1,850 Avg Close — Range —
Q1 2025
Shares 12,342 Value ($000) $6,904 Avg Close — Range —
Q4 2024
Shares 10,455 Value ($000) $5,999 Avg Close — Range —