SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Kaufman Rossin Wealth, LLC's Holding History (CIK: 0002049750)

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

Q4 2025
Shares 419 Value ($000) $286 Avg Close — Range —
Q3 2025
Shares 371 Value ($000) $247 Avg Close — Range —