SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 2,897 Value ($000) $1,976 Avg Close — Range —
Q3 2025
Shares 3,268 Value ($000) $2,177 Avg Close — Range —
Q2 2025
Shares 3,268 Value ($000) $2,019 Avg Close — Range —
Q1 2025
Shares 3,809 Value ($000) $2,131 Avg Close — Range —
Q4 2024
Shares 3,810 Value ($000) $2,233 Avg Close — Range —
Q3 2024
Shares 6,702 Value ($000) $3,845 Avg Close — Range —
Q2 2024
Shares 6,993 Value ($000) $3,806 Avg Close — Range —
Q1 2024
Shares 7,101 Value ($000) $3,714 Avg Close — Range —
Q4 2023
Shares 6,904 Value ($000) $3,282 Avg Close — Range —
Q3 2023
Shares 6,706 Value ($000) $2,866 Avg Close — Range —
Q2 2023
Shares 6,802 Value ($000) $3,015 Avg Close — Range —
Q1 2023
Shares 6,764 Value ($000) $2,769 Avg Close — Range —
Q4 2022
Shares 6,677 Value ($000) $2,385 Avg Close — Range —
Q3 2022
Shares 6,677 Value ($000) $2,385 Avg Close — Range —
Q2 2022
Shares 6,670 Value ($000) $2,514 Avg Close — Range —
Q1 2022
Shares 6,690 Value ($000) $3,019 Avg Close — Range —
Q4 2021
Shares 6,748 Value ($000) $3,202 Avg Close — Range —