SPDR SER TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 2,398 Value ($000) $256 Avg Close — Range —
Q3 2025
Shares 2,245 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 2,245 Value ($000) $0 Avg Close — Range —
Q4 2019
Shares 5,994 Value ($000) $251 Avg Close — Range —
Q3 2019
Shares 10,323 Value ($000) $401 Avg Close — Range —