SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Momentum Wealth Planning, LLC's Holding History (CIK: 0002087652)

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

Q4 2025
Shares 51,051 Value ($000) $34,914 Avg Close — Range —
Q3 2025
Shares 51,436 Value ($000) $34,360 Avg Close — Range —
Q2 2025
Shares 51,437 Value ($000) $31,873 Avg Close — Range —