SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 795 Value ($000) $480 Avg Close — Range —
Q3 2025
Shares 19,643 Value ($000) $11,711 Avg Close — Range —
Q2 2025
Shares 17,368 Value ($000) $9,843 Avg Close — Range —
Q1 2025
Shares 17,797 Value ($000) $9,495 Avg Close — Range —
Q4 2024
Shares 17,828 Value ($000) $10,156 Avg Close — Range —
Q3 2024
Shares 17,831 Value ($000) $9,263 Avg Close — Range —
Q2 2024
Shares 11,497 Value ($000) $6,152 Avg Close — Range —
Q1 2024
Shares 12,642 Value ($000) $7,034 Avg Close — Range —
Q1 2022
Shares 478 Value ($000) $234 Avg Close — Range —
Q3 2021
Shares 476 Value ($000) $229 Avg Close — Range —
Q2 2021
Shares 490 Value ($000) $241 Avg Close — Range —