SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 14,610 Value ($000) $9,963 Avg Close — Range —
Q3 2025
Shares 12,078 Value ($000) $7,463 Avg Close — Range —
Q2 2025
Shares 12,078 Value ($000) $7,463 Avg Close — Range —
Q1 2025
Shares 459 Value ($000) $257 Avg Close — Range —
Q4 2024
Shares 631 Value ($000) $370 Avg Close — Range —