SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 9,100 Value ($000) $6,206 Avg Close — Range —
Q3 2025
Shares 8,467 Value ($000) $5,641 Avg Close — Range —
Q2 2025
Shares 9,010 Value ($000) $5,567 Avg Close — Range —
Q1 2025
Shares 8,134 Value ($000) $4,550 Avg Close — Range —
Q4 2024
Shares 8,891 Value ($000) $5,211 Avg Close — Range —
Q3 2024
Shares 8,972 Value ($000) $5,148 Avg Close — Range —
Q2 2024
Shares 8,808 Value ($000) $4,794 Avg Close — Range —
Q4 2023
Shares 8,169 Value ($000) $3,883 Avg Close — Range —
Q3 2023
Shares 7,097 Value ($000) $3,034 Avg Close — Range —
Q2 2023
Shares 6,267 Value ($000) $2,778 Avg Close — Range —
Q1 2023
Shares 6,148 Value ($000) $2,517 Avg Close — Range —
Q4 2022
Shares 5,434 Value ($000) $2,078 Avg Close — Range —