SPDR SER TR

Ticker: VLU CUSIP: 78464A128 Class: SPDR S&P1500VL

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 3,312 Value ($000) $698 Avg Close — Range —
Q3 2025
Shares 3,342 Value ($000) $682 Avg Close — Range —
Q2 2025
Shares 3,327 Value ($000) $639 Avg Close — Range —
Q1 2025
Shares 3,419 Value ($000) $629 Avg Close — Range —
Q4 2024
Shares 3,403 Value ($000) $626 Avg Close — Range —