SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

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

Q4 2025
Shares 625 Value ($000) $426 Avg Close — Range —
Q3 2025
Shares 637 Value ($000) $424 Avg Close — Range —
Q2 2025
Shares 657 Value ($000) $369 Avg Close — Range —
Q1 2025
Shares 657 Value ($000) $368 Avg Close — Range —
Q4 2024
Shares 654 Value ($000) $383 Avg Close — Range —