SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 8,619 Value ($000) $5,981 Avg Close — Range —
Q3 2025
Shares 7,611 Value ($000) $5,071 Avg Close — Range —
Q2 2025
Shares 7,674 Value ($000) $4,742 Avg Close — Range —
Q1 2025
Shares 7,732 Value ($000) $4,325 Avg Close — Range —
Q4 2024
Shares 7,763 Value ($000) $4,550 Avg Close — Range —
Q3 2024
Shares 8,348 Value ($000) $4,790 Avg Close — Range —
Q2 2024
Shares 8,715 Value ($000) $4,743 Avg Close — Range —
Q1 2024
Shares 8,894 Value ($000) $4,404 Avg Close — Range —
Q4 2023
Shares 8,735 Value ($000) $4,152 Avg Close — Range —
Q4 2021
Shares 8,280 Value ($000) $4,150 Avg Close — Range —