SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

ESG Planning's Holding History (CIK: 0001931465)

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

Q4 2025
Shares 884 Value ($000) $603 Avg Close — Range —
Q1 2025
Shares 487 Value ($000) $272 Avg Close — Range —