SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 60,080 Value ($000) $2,668 Avg Close — Range —
Q3 2025
Shares 100,317 Value ($000) $4,293 Avg Close — Range —
Q2 2025
Shares 97,998 Value ($000) $3,968 Avg Close — Range —
Q1 2025
Shares 97,874 Value ($000) $3,564 Avg Close — Range —
Q4 2024
Shares 36,020 Value ($000) $1,229 Avg Close — Range —
Q3 2024
Shares 19,511 Value ($000) $733 Avg Close — Range —
Q2 2024
Shares 15,392 Value ($000) $540 Avg Close — Range —