SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 4,680 Value ($000) $3,191 Avg Close — Range —
Q2 2025
Shares 734 Value ($000) $454 Avg Close — Range —
Q1 2025
Shares 413 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 12,171 Value ($000) $7,133 Avg Close — Range —