SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

My Personal CFO, LLC's Holding History (CIK: 0001916366)

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

Q4 2025
Shares 9,682 Value ($000) $6,603 Avg Close — Range —
Q3 2025
Shares 1,163 Value ($000) $775 Avg Close — Range —
Q2 2025
Shares 10,395 Value ($000) $6,423 Avg Close — Range —
Q1 2025
Shares 10,391 Value ($000) $5,813 Avg Close — Range —
Q4 2024
Shares 9,908 Value ($000) $5,807 Avg Close — Range —
Q3 2024
Shares 8,906 Value ($000) $5,110 Avg Close — Range —
Q2 2024
Shares 8,714 Value ($000) $4,742 Avg Close — Range —
Q1 2024
Shares 8,610 Value ($000) $4,503 Avg Close — Range —
Q4 2023
Shares 8,579 Value ($000) $4,077 Avg Close — Range —
Q3 2023
Shares 8,636 Value ($000) $3,692 Avg Close — Range —
Q2 2023
Shares 8,636 Value ($000) $3,828 Avg Close — Range —
Q1 2023
Shares 8,597 Value ($000) $3,520 Avg Close — Range —
Q4 2022
Shares 5,486 Value ($000) $3,288 Avg Close — Range —
Q3 2022
Shares 5,486 Value ($000) $1,959 Avg Close — Range —
Q2 2022
Shares 8,522 Value ($000) $3,215 Avg Close — Range —
Q1 2022
Shares 8,522 Value ($000) $3,849 Avg Close — Range —
Q4 2021
Shares 8,522 Value ($000) $4,048 Avg Close — Range —