SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

ForthRight Wealth Management, LLC's Holding History (CIK: 0001841633)

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

Q4 2025
Shares 8,379 Value ($000) $5,714 Avg Close — Range —
Q3 2025
Shares 8,490 Value ($000) $5,656 Avg Close — Range —
Q2 2025
Shares 8,490 Value ($000) $5,245 Avg Close — Range —
Q1 2025
Shares 8,444 Value ($000) $4,723 Avg Close — Range —
Q4 2024
Shares 8,489 Value ($000) $4,975 Avg Close — Range —
Q3 2024
Shares 8,586 Value ($000) $4,926 Avg Close — Range —
Q2 2024
Shares 7,744 Value ($000) $4,215 Avg Close — Range —
Q1 2024
Shares 7,768 Value ($000) $4,063 Avg Close — Range —
Q4 2023
Shares 7,787 Value ($000) $3,701 Avg Close — Range —
Q3 2023
Shares 6,739 Value ($000) $2,881 Avg Close — Range —
Q2 2023
Shares 6,720 Value ($000) $2,979 Avg Close — Range —
Q1 2023
Shares 6,700 Value ($000) $2,743 Avg Close — Range —
Q4 2022
Shares 6,720 Value ($000) $2,570 Avg Close — Range —
Q3 2022
Shares 1,366 Value ($000) $488 Avg Close — Range —
Q2 2022
Shares 1,366 Value ($000) $515 Avg Close — Range —
Q1 2022
Shares 1,361 Value ($000) $615 Avg Close — Range —
Q4 2021
Shares 1,354 Value ($000) $643 Avg Close — Range —
Q3 2021
Shares 1,354 Value ($000) $581 Avg Close — Range —
Q2 2021
Shares 1,354 Value ($000) $580 Avg Close — Range —
Q1 2021
Shares 1,354 Value ($000) $537 Avg Close — Range —
Q4 2020
Shares 1,354 Value ($000) $506 Avg Close — Range —