SPDR SER TR

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

Cornerstone Wealth Group, LLC's Holding History (CIK: 0001774879)

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

Q4 2025
Shares 53,755 Value ($000) $5,736 Avg Close — Range —
Q3 2025
Shares 23,096 Value ($000) $2,414 Avg Close — Range —
Q2 2025
Shares 17,855 Value ($000) $1,702 Avg Close — Range —
Q1 2025
Shares 10,593 Value ($000) $851 Avg Close — Range —
Q4 2024
Shares 2,582 Value ($000) $227 Avg Close — Range —