SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 922 Value ($000) $628 Avg Close — Range —
Q3 2025
Shares 920 Value ($000) $613 Avg Close — Range —
Q2 2025
Shares 919 Value ($000) $568 Avg Close — Range —
Q1 2025
Shares 917 Value ($000) $513 Avg Close — Range —
Q4 2024
Shares 922 Value ($000) $540 Avg Close — Range —
Q3 2024
Shares 616 Value ($000) $354 Avg Close — Range —
Q2 2024
Shares 615 Value ($000) $334 Avg Close — Range —
Q1 2024
Shares 614 Value ($000) $321 Avg Close — Range —
Q4 2023
Shares 613 Value ($000) $292 Avg Close — Range —
Q3 2023
Shares 613 Value ($000) $262 Avg Close — Range —
Q2 2023
Shares 612 Value ($000) $271 Avg Close — Range —
Q1 2023
Shares 611 Value ($000) $250 Avg Close — Range —
Q4 2022
Shares 752 Value ($000) $286 Avg Close — Range —
Q3 2022
Shares 752 Value ($000) $298 Avg Close — Range —
Q2 2022
Shares 570 Value ($000) $232 Avg Close — Range —