Evermay Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$226K	Hold	2,390	–	–	0.03%	182
2025 Q4	$217K	Sell	2,390 -125	-5%	-$11.2K	0.02%	187
2025 Q3	$223K	Hold	2,515	–	–	0.03%	187
2025 Q2	$201K	Hold	2,515	–	–	0.02%	199
2025 Q1	$197K	Hold	2,515	–	–	0.03%	189
2024 Q4	$219K	Hold	2,515	–	–	0.03%	185
2024 Q3	$218K	Sell	2,515 -48	-2%	-$4.02K	0.04%	188
2024 Q2	$201K	Hold	2,563	–	–	0.03%	196
2024 Q1	$213K	Buy	2,563 +48	+2%	+$3.85K	0.03%	196
2023 Q4	$210K	Hold	2,515	–	–	0.04%	177
2023 Q3	$182K	Hold	2,515	–	–	0.04%	174
2023 Q2	$194K	Hold	2,515	–	–	0.04%	180
2023 Q1	$192K	Hold	2,515	–	–	0.04%	178
2022 Q4	$187K	Hold	2,515	–	–	0.04%	171
2022 Q3	$169K	Hold	2,515	–	–	0.03%	174
2022 Q2	$182K	Buy	2,515 +170	+7%	+$13.3K	0.04%	168
2022 Q1	$195K	Buy	+2,345	New	+$194K	0.03%	192