SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 1,420 Value ($000) $968 Avg Close — Range —
Q3 2025
Shares 1,410 Value ($000) $939 Avg Close — Range —
Q2 2025
Shares 1,438 Value ($000) $888 Avg Close — Range —
Q1 2025
Shares 1,410 Value ($000) $789 Avg Close — Range —
Q4 2024
Shares 1,320 Value ($000) $774 Avg Close — Range —
Q3 2024
Shares 1,521 Value ($000) $872 Avg Close — Range —
Q2 2024
Shares 1,521 Value ($000) $828 Avg Close — Range —
Q1 2024
Shares 1,510 Value ($000) $790 Avg Close — Range —
Q4 2023
Shares 1,505 Value ($000) $715 Avg Close — Range —
Q3 2023
Shares 947 Value ($000) $405 Avg Close — Range —
Q2 2023
Shares 947 Value ($000) $420 Avg Close — Range —
Q1 2023
Shares 716 Value ($000) $296 Avg Close — Range —
Q4 2022
Shares 811 Value ($000) $310 Avg Close — Range —
Q3 2022
Shares 641 Value ($000) $229 Avg Close — Range —
Q2 2022
Shares 641 Value ($000) $246 Avg Close — Range —
Q1 2022
Shares 946 Value ($000) $427 Avg Close — Range —
Q4 2021
Shares 926 Value ($000) $423 Avg Close — Range —