SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Hoffman, Alan N Investment Management's Holding History (CIK: 0001848530)

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

Q4 2025
Shares 712 Value ($000) $486 Avg Close — Range —
Q3 2025
Shares 713 Value ($000) $475 Avg Close — Range —
Q2 2025
Shares 801 Value ($000) $495 Avg Close — Range —
Q1 2025
Shares 865 Value ($000) $484 Avg Close — Range —
Q4 2024
Shares 865 Value ($000) $507 Avg Close — Range —
Q3 2024
Shares 771 Value ($000) $442 Avg Close — Range —
Q2 2024
Shares 696 Value ($000) $379 Avg Close — Range —
Q1 2024
Shares 743 Value ($000) $389 Avg Close — Range —
Q4 2023
Shares 722 Value ($000) $343 Avg Close — Range —
Q3 2023
Shares 722 Value ($000) $309 Avg Close — Range —
Q2 2023
Shares 560 Value ($000) $248 Avg Close — Range —