SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 233,443 Value ($000) $10,367 Avg Close — Range —
Q3 2025
Shares 224,277 Value ($000) $9,597 Avg Close — Range —
Q2 2025
Shares 213,902 Value ($000) $8,661 Avg Close — Range —
Q1 2025
Shares 185,729 Value ($000) $6,762 Avg Close — Range —
Q4 2024
Shares 169,256 Value ($000) $5,777 Avg Close — Range —
Q3 2024
Shares 157,710 Value ($000) $5,924 Avg Close — Range —
Q2 2024
Shares 146,658 Value ($000) $5,145 Avg Close — Range —
Q1 2024
Shares 143,091 Value ($000) $5,128 Avg Close — Range —
Q4 2023
Shares 129,462 Value ($000) $4,403 Avg Close — Range —
Q3 2023
Shares 118,283 Value ($000) $3,668 Avg Close — Range —
Q2 2023
Shares 116,828 Value ($000) $3,802 Avg Close — Range —
Q1 2023
Shares 108,961 Value ($000) $3,500 Avg Close — Range —
Q4 2022
Shares 105,808 Value ($000) $3,141 Avg Close — Range —
Q3 2022
Shares 95,784 Value ($000) $2,471 Avg Close — Range —
Q2 2022
Shares 91,899 Value ($000) $2,650 Avg Close — Range —
Q1 2022
Shares 86,103 Value ($000) $2,952 Avg Close — Range —
Q4 2021
Shares 77,619 Value ($000) $2,832 Avg Close — Range —