SPDR S&P MIDCAP 400 ETF TR

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

Intelligent Financial Strategies's Holding History (CIK: 0001911000)

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

Q4 2025
Shares 3,743 Value ($000) $2,266 Avg Close — Range —
Q3 2025
Shares 3,743 Value ($000) $2,237 Avg Close — Range —
Q2 2025
Shares 3,743 Value ($000) $2,127 Avg Close — Range —
Q1 2025
Shares 3,846 Value ($000) $2,057 Avg Close — Range —
Q4 2024
Shares 3,846 Value ($000) $2,199 Avg Close — Range —
Q3 2024
Shares 3,857 Value ($000) $2,203 Avg Close — Range —
Q2 2024
Shares 3,857 Value ($000) $2,071 Avg Close — Range —
Q1 2024
Shares 3,857 Value ($000) $2,150 Avg Close — Range —
Q4 2023
Shares 3,857 Value ($000) $1,964 Avg Close — Range —
Q3 2023
Shares 3,851 Value ($000) $1,765 Avg Close — Range —
Q2 2023
Shares 3,847 Value ($000) $1,848 Avg Close — Range —
Q1 2023
Shares 3,843 Value ($000) $1,762 Avg Close — Range —
Q4 2022
Shares 3,838 Value ($000) $1,706 Avg Close — Range —
Q3 2022
Shares 3,838 Value ($000) $1,541 Avg Close — Range —
Q2 2022
Shares 3,838 Value ($000) $1,587 Avg Close — Range —
Q1 2022
Shares 3,838 Value ($000) $1,882 Avg Close — Range —
Q4 2021
Shares 3,838 Value ($000) $1,987 Avg Close — Range —