SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

ShankerValleau Wealth Advisors, Inc.'s Holding History (CIK: 0001903273)

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

Q4 2025
Shares 587 Value ($000) $400 Avg Close — Range —
Q3 2025
Shares 587 Value ($000) $391 Avg Close — Range —
Q2 2025
Shares 593 Value ($000) $366 Avg Close — Range —
Q1 2025
Shares 593 Value ($000) $332 Avg Close — Range —
Q4 2024
Shares 593 Value ($000) $348 Avg Close — Range —
Q3 2024
Shares 646 Value ($000) $371 Avg Close — Range —
Q2 2024
Shares 646 Value ($000) $352 Avg Close — Range —
Q1 2024
Shares 646 Value ($000) $338 Avg Close — Range —
Q4 2023
Shares 685 Value ($000) $326 Avg Close — Range —
Q3 2023
Shares 763 Value ($000) $326 Avg Close — Range —
Q2 2023
Shares 837 Value ($000) $371 Avg Close — Range —
Q1 2023
Shares 547 Value ($000) $224 Avg Close — Range —
Q4 2022
Shares 547 Value ($000) $209 Avg Close — Range —
Q2 2022
Shares 547 Value ($000) $206 Avg Close — Range —
Q1 2022
Shares 547 Value ($000) $247 Avg Close — Range —
Q4 2021
Shares 640 Value ($000) $304 Avg Close — Range —