SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holding History (CIK: 0002056591)

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

Q4 2025
Shares 2,334 Value ($000) $1,592 Avg Close — Range —
Q3 2025
Shares 2,393 Value ($000) $1,594 Avg Close — Range —
Q2 2025
Shares 2,259 Value ($000) $1,396 Avg Close — Range —
Q1 2025
Shares 2,253 Value ($000) $1,260 Avg Close — Range —
Q4 2024
Shares 1,661 Value ($000) $973 Avg Close — Range —