SPDR S&P MIDCAP 400 ETF TR

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

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 658 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 394 Value ($000) $223 Avg Close — Range —
Q1 2025
Shares 703 Value ($000) $375 Avg Close — Range —