SPDR SER TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 736 Value ($000) $80 Avg Close — Range —
Q3 2025
Shares 1,257 Value ($000) $70 Avg Close — Range —
Q2 2024
Shares 14 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 2 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 2 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 309 Value ($000) $19 Avg Close — Range —
Q4 2022
Shares 309 Value ($000) $16 Avg Close — Range —