SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 4,735 Value ($000) $3,229 Avg Close — Range —
Q3 2025
Shares 4,752 Value ($000) $3,166 Avg Close — Range —
Q2 2025
Shares 4,747 Value ($000) $2,933 Avg Close — Range —
Q1 2025
Shares 4,781 Value ($000) $2,674 Avg Close — Range —
Q4 2024
Shares 4,666 Value ($000) $2,735 Avg Close — Range —