BANK NEW YORK MELLON CORP

Ticker: BK CUSIP: 064058100 Class: COM

Financial Plan, Inc.'s Holding History (CIK: 0002107584)

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

Q4 2025

Shares 12,297 Value ($000) $1,428 Avg Close $110.50 Range $102.60 - $119.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,297	$1,428	$110.50	$102.60 - $119.40