SPDR S&P MIDCAP 400 ETF TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 90 Value ($000) $54 Avg Close — Range —
Q3 2025
Shares 90 Value ($000) $54 Avg Close — Range —
Q2 2025
Shares 90 Value ($000) $51 Avg Close — Range —
Q1 2025
Shares 90 Value ($000) $48 Avg Close — Range —