SPDR S&P MIDCAP 400 ETF TR

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

Finivi Inc.'s Holding History (CIK: 0002101641)

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

Q4 2025
Shares 1,151 Value ($000) $694 Avg Close — Range —
Q3 2025
Shares 791 Value ($000) $471 Avg Close — Range —
Q2 2025
Shares 755 Value ($000) $428 Avg Close — Range —
Q1 2025
Shares 643 Value ($000) $343 Avg Close — Range —
Q4 2024
Shares 502 Value ($000) $286 Avg Close — Range —