SPDR SER TR

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

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 3,835,955 Value ($000) $409,296 Avg Close — Range —
Q3 2025
Shares 3,673,763 Value ($000) $383,945 Avg Close — Range —
Q2 2025
Shares 3,095,856 Value ($000) $295,097 Avg Close — Range —
Q1 2025
Shares 3,756,820 Value ($000) $301,936 Avg Close — Range —
Q4 2024
Shares 3,542,609 Value ($000) $311,395 Avg Close — Range —
Q2 2024
Shares 3,478,989 Value ($000) $278,771 Avg Close — Range —
Q1 2024
Shares 3,589,961 Value ($000) $262,606 Avg Close — Range —