SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Prosperity Planning, Inc.'s Holding History (CIK: 0001843292)

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

Q4 2025
Shares 6,004 Value ($000) $4,094 Avg Close — Range —
Q3 2025
Shares 4,223 Value ($000) $2,813 Avg Close — Range —
Q2 2025
Shares 4,532 Value ($000) $2,800 Avg Close — Range —
Q1 2025
Shares 4,671 Value ($000) $2,613 Avg Close — Range —
Q4 2024
Shares 4,730 Value ($000) $2,772 Avg Close — Range —
Q3 2024
Shares 4,867 Value ($000) $2,792 Avg Close — Range —
Q2 2024
Shares 5,072 Value ($000) $2,760 Avg Close — Range —
Q1 2024
Shares 5,692 Value ($000) $2,977 Avg Close — Range —
Q4 2023
Shares 6,216 Value ($000) $2,955 Avg Close — Range —
Q3 2023
Shares 6,269 Value ($000) $2,680 Avg Close — Range —
Q2 2023
Shares 6,533 Value ($000) $2,896 Avg Close — Range —
Q1 2023
Shares 6,747 Value ($000) $2,762 Avg Close — Range —
Q4 2022
Shares 7,209 Value ($000) $2,720 Avg Close — Range —
Q3 2022
Shares 7,209 Value ($000) $2,575 Avg Close — Range —
Q2 2022
Shares 7,483 Value ($000) $2,723 Avg Close — Range —
Q1 2022
Shares 7,483 Value ($000) $3,278 Avg Close — Range —
Q4 2021
Shares 7,483 Value ($000) $3,554 Avg Close — Range —
Q3 2021
Shares 7,766 Value ($000) $3,333 Avg Close — Range —
Q2 2021
Shares 7,831 Value ($000) $3,352 Avg Close — Range —
Q1 2021
Shares 8,301 Value ($000) $3,290 Avg Close — Range —
Q4 2020
Shares 8,434 Value ($000) $3,153 Avg Close — Range —