SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Axim Planning & Wealth's Holding History (CIK: 0001950607)

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

Q2 2025
Shares 393 Value ($000) $243 Avg Close — Range —
Q1 2024
Shares 402 Value ($000) $210 Avg Close — Range —
Q4 2023
Shares 759 Value ($000) $361 Avg Close — Range —
Q4 2022
Shares 562 Value ($000) $215 Avg Close — Range —
Q3 2022
Shares 375 Value ($000) $134 Avg Close — Range —
Q2 2022
Shares 28 Value ($000) $11 Avg Close — Range —