SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 24,407 Value ($000) $16,933 Avg Close — Range —
Q3 2025
Shares 75,493 Value ($000) $51,588 Avg Close — Range —
Q2 2025
Shares 75,056 Value ($000) $48,238 Avg Close — Range —
Q1 2025
Shares 73,902 Value ($000) $40,966 Avg Close — Range —
Q4 2024
Shares 73,811 Value ($000) $42,846 Avg Close — Range —
Q3 2024
Shares 57,012 Value ($000) $32,952 Avg Close — Range —
Q2 2024
Shares 54,705 Value ($000) $28,303 Avg Close — Range —