SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 652 Value ($000) $445 Avg Close Range
Q3 2025
Shares 332 Value ($000) $221 Avg Close Range
Q2 2025
Shares 332 Value ($000) $205 Avg Close Range