SPDR S&P MIDCAP 400 ETF TR

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

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 1,844 Value ($000) $1,112 Avg Close — Range —
Q3 2025
Shares 1,213 Value ($000) $723 Avg Close — Range —
Q4 2023
Shares 400 Value ($000) $203 Avg Close — Range —
Q4 2022
Shares 635 Value ($000) $281 Avg Close — Range —
Q3 2022
Shares 635 Value ($000) $255 Avg Close — Range —
Q2 2022
Shares 635 Value ($000) $263 Avg Close — Range —
Q1 2022
Shares 635 Value ($000) $311 Avg Close — Range —
Q4 2021
Shares 689 Value ($000) $357 Avg Close — Range —
Q3 2021
Shares 689 Value ($000) $331 Avg Close — Range —