SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 1,448 Value ($000) $989 Avg Close — Range —
Q3 2025
Shares 1,411 Value ($000) $941 Avg Close — Range —
Q2 2025
Shares 1,311 Value ($000) $811 Avg Close — Range —
Q1 2025
Shares 1,440 Value ($000) $809 Avg Close — Range —
Q4 2024
Shares 712 Value ($000) $417 Avg Close — Range —
Q3 2024
Shares 246 Value ($000) $141 Avg Close — Range —