SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

OFC FINANCIAL PLANNING, LLC's Holding History (CIK: 0002052590)

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

Q4 2025
Shares 5,782 Value ($000) $3,943 Avg Close — Range —
Q3 2025
Shares 5,783 Value ($000) $3,853 Avg Close — Range —
Q2 2025
Shares 6,236 Value ($000) $3,853 Avg Close — Range —
Q1 2025
Shares 6,255 Value ($000) $3,499 Avg Close — Range —
Q4 2024
Shares 6,300 Value ($000) $3,692 Avg Close — Range —