SPDR S&P MIDCAP 400 ETF TR

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

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 395 Value ($000) $238 Avg Close — Range —
Q3 2025
Shares 416 Value ($000) $248 Avg Close — Range —
Q2 2025
Shares 416 Value ($000) $240 Avg Close — Range —
Q1 2025
Shares 439 Value ($000) $234 Avg Close — Range —
Q4 2024
Shares 439 Value ($000) $258 Avg Close — Range —
Q3 2024
Shares 439 Value ($000) $250 Avg Close — Range —
Q2 2024
Shares 525 Value ($000) $281 Avg Close — Range —
Q1 2024
Shares 525 Value ($000) $292 Avg Close — Range —
Q4 2023
Shares 502 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 590 Value ($000) $269 Avg Close — Range —
Q2 2023
Shares 1,022 Value ($000) $497 Avg Close — Range —
Q1 2023
Shares 1,022 Value ($000) $469 Avg Close — Range —
Q4 2022
Shares 1,022 Value ($000) $453 Avg Close — Range —
Q3 2022
Shares 956 Value ($000) $384 Avg Close — Range —
Q2 2022
Shares 956 Value ($000) $440 Avg Close — Range —