SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 2,693 Value ($000) $1,836 Avg Close — Range —
Q3 2025
Shares 2,730 Value ($000) $1,819 Avg Close — Range —
Q2 2025
Shares 2,802 Value ($000) $1,731 Avg Close — Range —
Q1 2025
Shares 2,137 Value ($000) $1,195 Avg Close — Range —
Q4 2024
Shares 2,459 Value ($000) $1,441 Avg Close — Range —
Q3 2024
Shares 2,480 Value ($000) $1,398 Avg Close — Range —
Q2 2024
Shares 2,545 Value ($000) $1,385 Avg Close — Range —
Q1 2024
Shares 2,534 Value ($000) $1,325 Avg Close — Range —
Q4 2023
Shares 2,713 Value ($000) $1,290 Avg Close — Range —
Q3 2023
Shares 2,980 Value ($000) $1,274 Avg Close — Range —
Q2 2023
Shares 6,488 Value ($000) $2,876 Avg Close — Range —
Q1 2023
Shares 6,623 Value ($000) $2,711 Avg Close — Range —
Q4 2022
Shares 6,748 Value ($000) $2,581 Avg Close — Range —
Q3 2022
Shares 49,584 Value ($000) $2,129 Avg Close — Range —
Q2 2022
Shares 48,744 Value ($000) $2,161 Avg Close — Range —
Q1 2022
Shares 53,140 Value ($000) $2,831 Avg Close — Range —
Q4 2021
Shares 8,960 Value ($000) $4,267 Avg Close — Range —