SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Legend Financial Advisors, Inc.'s Holding History (CIK: 0001781948)

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

Q2 2025
Shares 64 Value ($000) $40 Avg Close — Range —
Q4 2024
Shares 64 Value ($000) $38 Avg Close — Range —
Q3 2024
Shares 66 Value ($000) $38 Avg Close — Range —
Q2 2024
Shares 90 Value ($000) $49 Avg Close — Range —
Q1 2024
Shares 51 Value ($000) $27 Avg Close — Range —
Q4 2023
Shares 95 Value ($000) $45 Avg Close — Range —
Q3 2023
Shares 95 Value ($000) $41 Avg Close — Range —
Q2 2023
Shares 114 Value ($000) $51 Avg Close — Range —
Q1 2023
Shares 114 Value ($000) $47 Avg Close — Range —
Q4 2022
Shares 138 Value ($000) $52 Avg Close — Range —
Q3 2022
Shares 138 Value ($000) $48,722 Avg Close — Range —
Q3 2020
Shares 3,552 Value ($000) $1,189 Avg Close — Range —
Q2 2020
Shares 41,867 Value ($000) $12,910 Avg Close — Range —
Q1 2020
Shares 46,839 Value ($000) $12,072 Avg Close — Range —