SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

BetterWealth, LLC's Holding History (CIK: 0001911702)

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

Q4 2025
Shares 425 Value ($000) $290 Avg Close — Range —
Q3 2025
Shares 426 Value ($000) $284 Avg Close — Range —
Q2 2025
Shares 426 Value ($000) $263 Avg Close — Range —
Q1 2025
Shares 425 Value ($000) $238 Avg Close — Range —
Q2 2024
Shares 479 Value ($000) $261 Avg Close — Range —
Q1 2024
Shares 491 Value ($000) $257 Avg Close — Range —
Q4 2023
Shares 534 Value ($000) $254 Avg Close — Range —
Q3 2023
Shares 544 Value ($000) $233 Avg Close — Range —
Q2 2023
Shares 556 Value ($000) $246 Avg Close — Range —
Q1 2023
Shares 556 Value ($000) $228 Avg Close — Range —
Q4 2022
Shares 556 Value ($000) $213 Avg Close — Range —
Q2 2022
Shares 556 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 556 Value ($000) $251 Avg Close — Range —
Q4 2021
Shares 579 Value ($000) $275 Avg Close — Range —