SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 3,869 Value ($000) $2,639 Avg Close — Range —
Q3 2025
Shares 3,848 Value ($000) $2,563 Avg Close — Range —
Q2 2025
Shares 3,791 Value ($000) $2,342 Avg Close — Range —
Q1 2025
Shares 3,848 Value ($000) $2,153 Avg Close — Range —
Q4 2024
Shares 3,896 Value ($000) $2,283 Avg Close — Range —