SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

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

Q4 2025
Shares 126,920 Value ($000) $5,963 Avg Close — Range —
Q3 2025
Shares 134,527 Value ($000) $5,756 Avg Close — Range —
Q2 2025
Shares 134,097 Value ($000) $5,430 Avg Close — Range —
Q1 2025
Shares 104,260 Value ($000) $3,796 Avg Close — Range —