SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 4,311 Value ($000) $2,940 Avg Close — Range —
Q3 2025
Shares 4,308 Value ($000) $2,870 Avg Close — Range —
Q2 2025
Shares 4,472 Value ($000) $2,763 Avg Close — Range —