SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 1,392 Value ($000) $968 Avg Close — Range —
Q3 2025
Shares 34 Value ($000) $3 Avg Close — Range —
Q2 2025
Shares 1,471 Value ($000) $923 Avg Close — Range —
Q1 2025
Shares 3,067 Value ($000) $1,642 Avg Close — Range —
Q4 2024
Shares 1,553 Value ($000) $931 Avg Close — Range —
Q3 2024
Shares 1,595 Value ($000) $928 Avg Close — Range —
Q2 2024
Shares 7,328 Value ($000) $3,791 Avg Close — Range —
Q1 2024
Shares 1,948 Value ($000) $996 Avg Close — Range —
Q4 2023
Shares 1,971 Value ($000) $937 Avg Close — Range —
Q3 2023
Shares 1,964 Value ($000) $840 Avg Close — Range —
Q2 2023
Shares 1,954 Value ($000) $866 Avg Close — Range —
Q4 2022
Shares 325 Value ($000) $126 Avg Close — Range —