SPDR S&P MIDCAP 400 ETF TR

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

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

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

Q4 2025
Shares 1,361 Value ($000) $821 Avg Close — Range —
Q3 2025
Shares 1,413 Value ($000) $842 Avg Close — Range —
Q2 2025
Shares 1,548 Value ($000) $877 Avg Close — Range —
Q1 2025
Shares 1,454 Value ($000) $776 Avg Close — Range —
Q4 2024
Shares 1,450 Value ($000) $826 Avg Close — Range —
Q3 2024
Shares 1,456 Value ($000) $829 Avg Close — Range —
Q2 2024
Shares 1,521 Value ($000) $814 Avg Close — Range —
Q1 2024
Shares 1,531 Value ($000) $852 Avg Close — Range —
Q4 2023
Shares 1,633 Value ($000) $829 Avg Close — Range —
Q3 2023
Shares 1,672 Value ($000) $764 Avg Close — Range —
Q2 2023
Shares 1,960 Value ($000) $939 Avg Close — Range —
Q1 2023
Shares 1,912 Value ($000) $876 Avg Close — Range —
Q4 2022
Shares 1,910 Value ($000) $846 Avg Close — Range —
Q3 2022
Shares 691 Value ($000) $278 Avg Close — Range —
Q2 2022
Shares 1,405 Value ($000) $581 Avg Close — Range —