SPDR SER TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 3,659 Value ($000) $390 Avg Close — Range —
Q3 2025
Shares 3,659 Value ($000) $382 Avg Close — Range —
Q2 2025
Shares 3,659 Value ($000) $349 Avg Close — Range —
Q1 2025
Shares 3,659 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 3,659 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 3,659 Value ($000) $303 Avg Close — Range —
Q2 2024
Shares 3,659 Value ($000) $293 Avg Close — Range —
Q1 2024
Shares 3,659 Value ($000) $268 Avg Close — Range —
Q4 2023
Shares 3,659 Value ($000) $238 Avg Close — Range —
Q3 2023
Shares 3,659 Value ($000) $217 Avg Close — Range —
Q2 2023
Shares 3,659 Value ($000) $223 Avg Close — Range —
Q1 2023
Shares 3,725 Value ($000) $206 Avg Close — Range —
Q4 2022
Shares 4,238 Value ($000) $215 Avg Close — Range —