SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 12,062 Value ($000) $8,225 Avg Close — Range —
Q3 2025
Shares 9,539 Value ($000) $6,355 Avg Close — Range —
Q2 2025
Shares 10,025 Value ($000) $6,194 Avg Close — Range —
Q1 2025
Shares 5,877 Value ($000) $3,287 Avg Close — Range —
Q4 2024
Shares 5,024 Value ($000) $2,945 Avg Close — Range —
Q3 2024
Shares 3,231 Value ($000) $1,854 Avg Close — Range —
Q2 2024
Shares 2,965 Value ($000) $1,614 Avg Close — Range —
Q1 2024
Shares 2,418 Value ($000) $1,265 Avg Close — Range —
Q4 2023
Shares 2,292 Value ($000) $1,089 Avg Close — Range —
Q3 2023
Shares 2,274 Value ($000) $972 Avg Close — Range —
Q2 2023
Shares 2,261 Value ($000) $1,002 Avg Close — Range —
Q1 2023
Shares 2,323 Value ($000) $951 Avg Close — Range —
Q4 2022
Shares 5,632 Value ($000) $2,325 Avg Close — Range —
Q3 2022
Shares 6,133 Value ($000) $2,411 Avg Close — Range —
Q1 2022
Shares 6,964 Value ($000) $2,869 Avg Close — Range —