SPDR SER TR

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

ShoreHaven Wealth Partners, LLC's Holding History (CIK: 0001844922)

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

Q4 2025
Shares 28,830 Value ($000) $6,073 Avg Close — Range —
Q3 2025
Shares 28,949 Value ($000) $5,909 Avg Close — Range —
Q2 2025
Shares 29,008 Value ($000) $5,574 Avg Close — Range —
Q1 2025
Shares 30,595 Value ($000) $5,624 Avg Close — Range —
Q4 2024
Shares 27,827 Value ($000) $5,121 Avg Close — Range —
Q3 2024
Shares 28,121 Value ($000) $5,186 Avg Close — Range —
Q2 2024
Shares 28,024 Value ($000) $4,823 Avg Close — Range —
Q1 2024
Shares 30,149 Value ($000) $5,286 Avg Close — Range —
Q4 2023
Shares 30,567 Value ($000) $4,899 Avg Close — Range —
Q3 2023
Shares 6,461 Value ($000) $934 Avg Close — Range —