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Wealth Dimensions Group, Ltd.
> SPY
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SPDR S&P 500 ETF TRUST | SPY | 19,694 | 14 | 8,729,911,000 | 673,221,000 | $443,277.70 |
| 03/31/2023 | SPDR S&P 500 ETF TRUST | SPY | 19,680 | 9,521 | 8,056,690,000 | 8,052,857,000 | $409,384.65 |
| 06/30/2022 | SPDR S&P 500 ETF TRUST | SPY | 10,159 | -4 | 3,833,000 | -757,000 | $377.30 |
| 03/31/2022 | SPDR S&P 500 ETF TRUST | SPY | 10,163 | -906 | 4,590,000 | -160,000 | $451.64 |
| 09/30/2021 | SPDR S&P 500 ETF TRUST | SPY | 11,069 | 830 | 4,750,000 | 367,000 | $429.13 |
| 06/30/2021 | SPDR S&P 500 ETF TRUST | SPY | 10,239 | -59 | 4,383,000 | 301,000 | $428.07 |
| 03/31/2021 | SPDR S&P 500 ETF TRUST | SPY | 10,298 | 552 | 4,082,000 | 438,000 | $396.39 |
| 12/31/2020 | SPDR S&P 500 ETF TRUST | SPY | 9,746 | 9,746 | 3,644,000 | 3,644,000 | $373.90 |
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