LifeSteps Financial, Inc.

Position in SPGI — S&P Global Inc.

CIK 1801373 CLAREMONT, CA

Position in SPGI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$8,091

New position

Shares Held

22

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,900

of 1,991 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $41,066 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	83	$18,328
2	COIN	Coinbase Global, Inc.	67	$9,794
3	SPGI	S&P Global Inc. This page	22	$8,091
4	CBOE	Cboe Global Markets, Inc.	20	$4,853

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,091	21	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.