SPDR S&P MIDCAP 400 ETF TR

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

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 16,037 Value ($000) $9,675 Avg Close — Range —
Q3 2025
Shares 15,860 Value ($000) $9,453 Avg Close — Range —
Q2 2025
Shares 15,752 Value ($000) $8,923 Avg Close — Range —
Q1 2025
Shares 15,718 Value ($000) $8,385 Avg Close — Range —
Q4 2024
Shares 14,575 Value ($000) $8,301 Avg Close — Range —
Q3 2024
Shares 14,189 Value ($000) $8,083 Avg Close — Range —
Q2 2024
Shares 14,082 Value ($000) $7,535 Avg Close — Range —
Q1 2024
Shares 13,974 Value ($000) $7,775 Avg Close — Range —
Q4 2023
Shares 14,066 Value ($000) $7,137 Avg Close — Range —
Q3 2023
Shares 14,143 Value ($000) $6,458 Avg Close — Range —
Q2 2023
Shares 13,474 Value ($000) $6,453 Avg Close — Range —
Q1 2023
Shares 13,041 Value ($000) $5,978 Avg Close — Range —
Q4 2022
Shares 13,122 Value ($000) $5,810 Avg Close — Range —
Q3 2022
Shares 13,317 Value ($000) $5,349 Avg Close — Range —
Q2 2022
Shares 13,229 Value ($000) $5,470 Avg Close — Range —
Q1 2022
Shares 13,073 Value ($000) $6,412 Avg Close — Range —
Q4 2021
Shares 12,765 Value ($000) $6,608 Avg Close — Range —