SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Fiduciary Planning LLC's Holding History (CIK: 0001792851)

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

Q4 2025
Shares 9,433 Value ($000) $6,432 Avg Close — Range —
Q3 2025
Shares 9,505 Value ($000) $6,332 Avg Close — Range —
Q2 2025
Shares 9,505 Value ($000) $5,873 Avg Close — Range —
Q1 2025
Shares 9,735 Value ($000) $5,446 Avg Close — Range —
Q4 2024
Shares 10,620 Value ($000) $6,224 Avg Close — Range —
Q3 2024
Shares 11,873 Value ($000) $6,813 Avg Close — Range —
Q2 2024
Shares 11,661 Value ($000) $6,346 Avg Close — Range —
Q1 2024
Shares 11,582 Value ($000) $6,058 Avg Close — Range —
Q4 2023
Shares 11,032 Value ($000) $5,243 Avg Close — Range —
Q3 2023
Shares 989 Value ($000) $423 Avg Close — Range —
Q3 2021
Shares 616 Value ($000) $264 Avg Close — Range —
Q2 2021
Shares 809 Value ($000) $346 Avg Close — Range —
Q1 2021
Shares 807 Value ($000) $320 Avg Close — Range —
Q4 2020
Shares 805 Value ($000) $301 Avg Close — Range —
Q3 2020
Shares 802 Value ($000) $269 Avg Close — Range —
Q4 2019
Shares 3,351 Value ($000) $1,095 Avg Close — Range —