SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Wealth Management Strategies, Inc.'s Holding History (CIK: 0002057285)

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

Q4 2025
Shares 566 Value ($000) $386 Avg Close — Range —
Q3 2025
Shares 564 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 561 Value ($000) $314 Avg Close — Range —
Q4 2024
Shares 559 Value ($000) $3 Avg Close — Range —