SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 18,148 Value ($000) $12,375 Avg Close — Range —
Q3 2025
Shares 18,546 Value ($000) $12,355 Avg Close — Range —
Q2 2025
Shares 18,839 Value ($000) $11,640 Avg Close — Range —
Q1 2025
Shares 18,668 Value ($000) $10,443 Avg Close — Range —
Q4 2024
Shares 18,676 Value ($000) $10,946 Avg Close — Range —
Q3 2024
Shares 18,757 Value ($000) $10,762 Avg Close — Range —
Q2 2024
Shares 19,000 Value ($000) $10,340 Avg Close — Range —
Q1 2024
Shares 19,056 Value ($000) $9,968 Avg Close — Range —
Q4 2023
Shares 19,228 Value ($000) $9,139 Avg Close — Range —
Q3 2023
Shares 19,306 Value ($000) $8,253 Avg Close — Range —
Q2 2023
Shares 19,694 Value ($000) $8,730 Avg Close — Range —
Q1 2023
Shares 19,680 Value ($000) $8,057 Avg Close — Range —
Q4 2022
Shares 18,369 Value ($000) $7,025 Avg Close — Range —
Q3 2022
Shares 10,056 Value ($000) $3,592 Avg Close — Range —
Q2 2022
Shares 10,159 Value ($000) $3,833 Avg Close — Range —
Q1 2022
Shares 10,163 Value ($000) $4,590 Avg Close — Range —
Q4 2021
Shares 10,439 Value ($000) $4,958 Avg Close — Range —
Q3 2021
Shares 11,069 Value ($000) $4,750 Avg Close — Range —
Q2 2021
Shares 10,239 Value ($000) $4,383 Avg Close — Range —
Q1 2021
Shares 10,298 Value ($000) $4,082 Avg Close — Range —
Q4 2020
Shares 9,746 Value ($000) $3,644 Avg Close — Range —