SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 924 Value ($000) $630 Avg Close — Range —
Q3 2025
Shares 894 Value ($000) $596 Avg Close — Range —
Q2 2025
Shares 959 Value ($000) $593 Avg Close — Range —
Q1 2025
Shares 678 Value ($000) $379 Avg Close — Range —
Q4 2024
Shares 761 Value ($000) $446 Avg Close — Range —
Q3 2024
Shares 609 Value ($000) $349 Avg Close — Range —
Q2 2024
Shares 620 Value ($000) $337 Avg Close — Range —
Q1 2024
Shares 602 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 559 Value ($000) $266 Avg Close — Range —
Q3 2023
Shares 1,229 Value ($000) $525 Avg Close — Range —