SPDR SER TR

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

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 4,654 Value ($000) $497 Avg Close — Range —
Q3 2025
Shares 4,330 Value ($000) $453 Avg Close — Range —
Q2 2025
Shares 4,330 Value ($000) $413 Avg Close — Range —
Q1 2025
Shares 4,330 Value ($000) $348 Avg Close — Range —