SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025
Shares 662 Value ($000) $451 Avg Close — Range —
Q3 2025
Shares 513 Value ($000) $342 Avg Close — Range —
Q2 2025
Shares 513 Value ($000) $317 Avg Close — Range —
Q1 2025
Shares 7,636 Value ($000) $4,272 Avg Close — Range —
Q4 2024
Shares 625 Value ($000) $366 Avg Close — Range —
Q3 2024
Shares 625 Value ($000) $358 Avg Close — Range —
Q2 2024
Shares 624 Value ($000) $340 Avg Close — Range —
Q1 2024
Shares 624 Value ($000) $326 Avg Close — Range —
Q4 2023
Shares 623 Value ($000) $296 Avg Close — Range —
Q3 2023
Shares 623 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 513 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 684 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 684 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 683 Value ($000) $244 Avg Close — Range —
Q2 2022
Shares 682 Value ($000) $257 Avg Close — Range —