SPDR SER TR

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

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 2,893 Value ($000) $309 Avg Close — Range —
Q3 2025
Shares 3,596 Value ($000) $376 Avg Close — Range —
Q2 2025
Shares 3,592 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 3,587 Value ($000) $288 Avg Close — Range —
Q4 2024
Shares 3,581 Value ($000) $315 Avg Close — Range —
Q3 2024
Shares 3,575 Value ($000) $296 Avg Close — Range —
Q2 2024
Shares 3,569 Value ($000) $286 Avg Close — Range —
Q1 2024
Shares 3,563 Value ($000) $261 Avg Close — Range —