SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 3,173 Value ($000) $2,163 Avg Close — Range —
Q3 2025
Shares 3,180 Value ($000) $2,118 Avg Close — Range —
Q2 2025
Shares 2,838 Value ($000) $1,753 Avg Close — Range —
Q1 2025
Shares 2,946 Value ($000) $1,648 Avg Close — Range —
Q4 2024
Shares 4,317 Value ($000) $2,530 Avg Close — Range —