SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Vested Financial Planning, LLC's Holding History (CIK: 0002044679)

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

Q4 2025
Shares 1,209 Value ($000) $824 Avg Close — Range —
Q3 2025
Shares 1,185 Value ($000) $789 Avg Close — Range —
Q2 2025
Shares 980 Value ($000) $605 Avg Close — Range —
Q1 2025
Shares 967 Value ($000) $541 Avg Close — Range —
Q4 2024
Shares 957 Value ($000) $561 Avg Close — Range —