SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 1,077 Value ($000) $734 Avg Close — Range —
Q3 2025
Shares 955 Value ($000) $636 Avg Close — Range —
Q2 2025
Shares 953 Value ($000) $589 Avg Close — Range —
Q1 2025
Shares 612 Value ($000) $342 Avg Close — Range —