SPDR S&P MIDCAP 400 ETF TR

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

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 688 Value ($000) $415 Avg Close — Range —
Q3 2025
Shares 689 Value ($000) $411 Avg Close — Range —
Q2 2025
Shares 689 Value ($000) $390 Avg Close — Range —
Q1 2025
Shares 689 Value ($000) $368 Avg Close — Range —
Q4 2024
Shares 689 Value ($000) $392 Avg Close — Range —
Q3 2024
Shares 661 Value ($000) $377 Avg Close — Range —
Q2 2024
Shares 661 Value ($000) $354 Avg Close — Range —
Q1 2024
Shares 661 Value ($000) $368 Avg Close — Range —
Q4 2023
Shares 661 Value ($000) $335 Avg Close — Range —
Q3 2023
Shares 632 Value ($000) $289 Avg Close — Range —
Q2 2023
Shares 632 Value ($000) $303 Avg Close — Range —
Q1 2023
Shares 632 Value ($000) $290 Avg Close — Range —
Q4 2022
Shares 632 Value ($000) $280 Avg Close — Range —