SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 1,884 Value ($000) $1,285 Avg Close — Range —
Q3 2025
Shares 789 Value ($000) $526 Avg Close — Range —
Q2 2025
Shares 600 Value ($000) $370 Avg Close — Range —