SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Sound Financial Strategies Group, LLC's Holding History (CIK: 0001800620)

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

Q4 2025
Shares 1,432 Value ($000) $977 Avg Close — Range —
Q3 2025
Shares 1,450 Value ($000) $966 Avg Close — Range —
Q2 2025
Shares 1,353 Value ($000) $836 Avg Close — Range —
Q1 2025
Shares 1,329 Value ($000) $743 Avg Close — Range —
Q4 2024
Shares 803 Value ($000) $471 Avg Close — Range —