SPDR SER TR

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

Coastal Bridge Advisors, LLC's Holding History (CIK: 0001665976)

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

Q4 2025
Shares 26,954 Value ($000) $2,455 Avg Close — Range —
Q3 2025
Shares 24,459 Value ($000) $2,043 Avg Close — Range —
Q2 2025
Shares 22,961 Value ($000) $1,904 Avg Close — Range —