SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

RICHARDSON FINANCIAL SERVICES INC.'s Holding History (CIK: 0002012303)

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

Q4 2025
Shares 2,336 Value ($000) $1,432 Avg Close — Range —
Q3 2025
Shares 2,213 Value ($000) $1,457 Avg Close — Range —
Q2 2025
Shares 2,138 Value ($000) $1,321 Avg Close — Range —
Q1 2025
Shares 1,869 Value ($000) $1,045 Avg Close — Range —
Q4 2024
Shares 2,260 Value ($000) $1,327 Avg Close — Range —
Q3 2024
Shares 3,874 Value ($000) $2,135 Avg Close — Range —
Q2 2024
Shares 2,959 Value ($000) $1,610 Avg Close — Range —
Q1 2024
Shares 2,989 Value ($000) $1,599 Avg Close — Range —
Q4 2023
Shares 2,050 Value ($000) $974 Avg Close — Range —