SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Whelan Financial's Holding History (CIK: 0001894921)

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

Q4 2025
Shares 313 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 313 Value ($000) $209 Avg Close — Range —