SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

CFC Planning Co LLC's Holding History (CIK: 0001854428)

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

Q4 2025
Shares 4,325 Value ($000) $2,950 Avg Close — Range —
Q3 2025
Shares 3,794 Value ($000) $2,528 Avg Close — Range —
Q2 2025
Shares 3,689 Value ($000) $2,280 Avg Close — Range —
Q1 2025
Shares 3,430 Value ($000) $1,919 Avg Close — Range —
Q4 2024
Shares 401 Value ($000) $235 Avg Close — Range —