SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Sterling Wealth Management, Inc.'s Holding History (CIK: 0002011149)

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

Q4 2025
Shares 31,918 Value ($000) $1,417 Avg Close — Range —
Q3 2025
Shares 33,723 Value ($000) $1,443 Avg Close — Range —
Q2 2025
Shares 33,723 Value ($000) $1,365 Avg Close — Range —
Q4 2024
Shares 33,170 Value ($000) $1,132 Avg Close — Range —
Q3 2024
Shares 33,947 Value ($000) $1,275 Avg Close — Range —
Q2 2024
Shares 34,642 Value ($000) $1,215 Avg Close — Range —
Q1 2024
Shares 34,044 Value ($000) $1,220 Avg Close — Range —
Q4 2023
Shares 34,044 Value ($000) $1,158 Avg Close — Range —