SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 210 Value ($000) $127 Avg Close — Range —
Q3 2025
Shares 210 Value ($000) $125 Avg Close — Range —
Q2 2025
Shares 210 Value ($000) $119 Avg Close — Range —
Q1 2025
Shares 213 Value ($000) $114 Avg Close — Range —
Q4 2024
Shares 213 Value ($000) $121 Avg Close — Range —