SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

ROSENBLUM SILVERMAN SUTTON S F INC /CA's Holding History (CIK: 0000918893)

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

Q4 2025
Shares 8,170 Value ($000) $872 Avg Close — Range —
Q3 2025
Shares 7,215 Value ($000) $754 Avg Close — Range —
Q2 2025
Shares 6,925 Value ($000) $660 Avg Close — Range —
Q1 2025
Shares 5,930 Value ($000) $477 Avg Close — Range —
Q4 2024
Shares 5,835 Value ($000) $513 Avg Close — Range —
Q3 2024
Shares 5,915 Value ($000) $491 Avg Close — Range —
Q2 2024
Shares 5,695 Value ($000) $456 Avg Close — Range —
Q1 2024
Shares 5,435 Value ($000) $398 Avg Close — Range —
Q4 2023
Shares 5,160 Value ($000) $336 Avg Close — Range —
Q3 2023
Shares 4,715 Value ($000) $280 Avg Close — Range —