SPDR S&P MIDCAP 400 ETF TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 4,974 Value ($000) $3,001 Avg Close — Range —
Q3 2025
Shares 5,135 Value ($000) $3,061 Avg Close — Range —
Q2 2025
Shares 3,869 Value ($000) $2,192 Avg Close — Range —
Q1 2025
Shares 6,158 Value ($000) $3,286 Avg Close — Range —
Q4 2024
Shares 6,457 Value ($000) $3,678 Avg Close — Range —
Q3 2024
Shares 9,687 Value ($000) $5,518 Avg Close — Range —
Q2 2024
Shares 9,678 Value ($000) $5,179 Avg Close — Range —
Q1 2024
Shares 10,736 Value ($000) $5,974 Avg Close — Range —
Q4 2023
Shares 10,751 Value ($000) $5,455 Avg Close — Range —
Q3 2023
Shares 10,583 Value ($000) $4,833 Avg Close — Range —
Q2 2023
Shares 10,646 Value ($000) $5,099 Avg Close — Range —
Q1 2023
Shares 10,098 Value ($000) $4,629 Avg Close — Range —
Q4 2022
Shares 9,934 Value ($000) $4,399 Avg Close — Range —
Q3 2022
Shares 9,316 Value ($000) $3,742 Avg Close — Range —
Q2 2022
Shares 8,235 Value ($000) $3,405 Avg Close — Range —
Q1 2022
Shares 9,013 Value ($000) $4,420 Avg Close — Range —
Q4 2021
Shares 6,487 Value ($000) $3,358 Avg Close — Range —