SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 1,752 Value ($000) $1,195 Avg Close — Range —
Q3 2025
Shares 1,760 Value ($000) $1,173 Avg Close — Range —
Q2 2025
Shares 1,757 Value ($000) $1,086 Avg Close — Range —
Q1 2025
Shares 1,755 Value ($000) $982 Avg Close — Range —
Q4 2024
Shares 1,850 Value ($000) $1,084 Avg Close — Range —
Q3 2024
Shares 1,865 Value ($000) $1,070 Avg Close — Range —
Q2 2024
Shares 1,767 Value ($000) $962 Avg Close — Range —
Q1 2024
Shares 1,766 Value ($000) $924 Avg Close — Range —
Q4 2023
Shares 1,239 Value ($000) $589 Avg Close — Range —
Q3 2023
Shares 1,242 Value ($000) $531 Avg Close — Range —
Q2 2023
Shares 1,265 Value ($000) $561 Avg Close — Range —
Q1 2023
Shares 1,277 Value ($000) $523 Avg Close — Range —
Q4 2022
Shares 1,277 Value ($000) $488 Avg Close — Range —
Q3 2022
Shares 1,303 Value ($000) $465 Avg Close — Range —
Q2 2022
Shares 841 Value ($000) $317 Avg Close — Range —
Q1 2022
Shares 841 Value ($000) $380 Avg Close — Range —