SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 13,586 Value ($000) $9,412 Avg Close — Range —
Q3 2025
Shares 9,516 Value ($000) $6,355 Avg Close — Range —
Q2 2025
Shares 5,082 Value ($000) $3,212 Avg Close — Range —
Q1 2025
Shares 5,114 Value ($000) $2,861 Avg Close — Range —
Q4 2024
Shares 5,117 Value ($000) $2,999 Avg Close — Range —
Q3 2024
Shares 5,078 Value ($000) $2,914 Avg Close — Range —
Q2 2024
Shares 5,078 Value ($000) $2,764 Avg Close — Range —
Q1 2024
Shares 4,964 Value ($000) $2,596 Avg Close — Range —
Q4 2023
Shares 4,964 Value ($000) $2,359 Avg Close — Range —