SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Barnes Wealth Management Group, Inc's Holding History (CIK: 0002066194)

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

Q4 2025
Shares 4,658 Value ($000) $3,177 Avg Close — Range —
Q3 2025
Shares 4,675 Value ($000) $3,115 Avg Close — Range —
Q2 2025
Shares 4,427 Value ($000) $2,735 Avg Close — Range —
Q1 2025
Shares 4,365 Value ($000) $2,442 Avg Close — Range —
Q4 2024
Shares 4,231 Value ($000) $2,480 Avg Close — Range —