SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Plan A Wealth LLC's Holding History (CIK: 0002093645)

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

Q4 2025
Shares 1,845 Value ($000) $1,258 Avg Close — Range —
Q3 2025
Shares 1,237 Value ($000) $824 Avg Close — Range —
Q2 2025
Shares 805 Value ($000) $497 Avg Close — Range —
Q1 2025
Shares 501 Value ($000) $280 Avg Close — Range —
Q4 2024
Shares 501 Value ($000) $294 Avg Close — Range —