SPDR SER TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 44,243 Value ($000) $4,721 Avg Close — Range —
Q3 2025
Shares 8,840 Value ($000) $924 Avg Close — Range —
Q2 2025
Shares 8,840 Value ($000) $843 Avg Close — Range —