SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

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

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

Q4 2025
Shares 2,382 Value ($000) $331 Avg Close — Range —
Q3 2025
Shares 1,851 Value ($000) $259 Avg Close — Range —
Q2 2025
Shares 2,000 Value ($000) $271 Avg Close — Range —
Q4 2024
Shares 2,139 Value ($000) $283 Avg Close — Range —