SPDR S&P MIDCAP 400 ETF TR

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

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 5,886 Value ($000) $3,551 Avg Close — Range —
Q3 2025
Shares 5,951 Value ($000) $3,547 Avg Close — Range —
Q2 2025
Shares 5,951 Value ($000) $3,371 Avg Close — Range —
Q1 2025
Shares 5,951 Value ($000) $3,175 Avg Close — Range —
Q4 2024
Shares 5,522 Value ($000) $3,145 Avg Close — Range —
Q3 2024
Shares 4,691 Value ($000) $2,672 Avg Close — Range —
Q2 2024
Shares 4,691 Value ($000) $2,510 Avg Close — Range —
Q1 2024
Shares 4,691 Value ($000) $2,610 Avg Close — Range —
Q4 2023
Shares 4,573 Value ($000) $2,320 Avg Close — Range —