SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Walker Financial Services, Inc.'s Holding History (CIK: 0001965479)

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

Q4 2025
Shares 577 Value ($000) $394 Avg Close — Range —
Q3 2025
Shares 593 Value ($000) $395 Avg Close — Range —
Q2 2025
Shares 609 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 590 Value ($000) $330 Avg Close — Range —
Q4 2024
Shares 526 Value ($000) $308 Avg Close — Range —
Q3 2024
Shares 615 Value ($000) $353 Avg Close — Range —
Q2 2024
Shares 595 Value ($000) $324 Avg Close — Range —
Q1 2024
Shares 594 Value ($000) $311 Avg Close — Range —
Q4 2023
Shares 575 Value ($000) $273 Avg Close — Range —