SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 10,143 Value ($000) $6,916 Avg Close — Range —
Q3 2025
Shares 7,258 Value ($000) $4,835 Avg Close — Range —
Q2 2025
Shares 4,632 Value ($000) $2,862 Avg Close — Range —
Q1 2025
Shares 3,202 Value ($000) $1,791 Avg Close — Range —
Q4 2024
Shares 73,837 Value ($000) $43,557 Avg Close — Range —
Q3 2024
Shares 962 Value ($000) $552 Avg Close — Range —