SPDR INDEX SHS FDS

Ticker: SPEM CUSIP: 78463X509 Class: PORTFOLIO EMG MK

Financial Strategies Group, Inc.'s Holding History (CIK: 0001774343)

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

Q4 2025
Shares 601,163 Value ($000) $29,042 Avg Close — Range —
Q3 2025
Shares 590,200 Value ($000) $28,135 Avg Close — Range —
Q2 2025
Shares 585,722 Value ($000) $25,075 Avg Close — Range —
Q1 2025
Shares 566,590 Value ($000) $21,411 Avg Close — Range —
Q4 2024
Shares 561,627 Value ($000) $20,971 Avg Close — Range —
Q3 2024
Shares 563,116 Value ($000) $23,319 Avg Close — Range —
Q2 2024
Shares 557,503 Value ($000) $21,514 Avg Close — Range —
Q1 2024
Shares 565,405 Value ($000) $20,937 Avg Close — Range —
Q4 2023
Shares 572,024 Value ($000) $19,735 Avg Close — Range —
Q3 2023
Shares 554,278 Value ($000) $18,585 Avg Close — Range —
Q2 2023
Shares 532,700 Value ($000) $18,314 Avg Close — Range —
Q1 2023
Shares 476,544 Value ($000) $16,264 Avg Close — Range —
Q4 2022
Shares 466,111 Value ($000) $15,363 Avg Close — Range —
Q3 2022
Shares 442,777 Value ($000) $13,744 Avg Close — Range —
Q2 2022
Shares 444,060 Value ($000) $15,440 Avg Close — Range —
Q1 2022
Shares 404,349 Value ($000) $15,624 Avg Close — Range —
Q4 2021
Shares 381,645 Value ($000) $15,834 Avg Close — Range —
Q3 2021
Shares 345,365 Value ($000) $14,688 Avg Close — Range —
Q2 2021
Shares 318,046 Value ($000) $14,471 Avg Close — Range —
Q1 2021
Shares 286,960 Value ($000) $12,563 Avg Close — Range —
Q4 2020
Shares 283,722 Value ($000) $11,962 Avg Close — Range —
Q3 2020
Shares 262,102 Value ($000) $9,582 Avg Close — Range —
Q2 2020
Shares 264,772 Value ($000) $8,859 Avg Close — Range —
Q1 2020
Shares 242,353 Value ($000) $6,897 Avg Close — Range —
Q4 2019
Shares 211,539 Value ($000) $7,952 Avg Close — Range —