SPDR SER TR

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

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 25,413 Value ($000) $2,712 Avg Close — Range —
Q3 2025
Shares 27,679 Value ($000) $2,893 Avg Close — Range —
Q2 2025
Shares 35,441 Value ($000) $3,378 Avg Close — Range —
Q1 2025
Shares 18,832 Value ($000) $1,514 Avg Close — Range —
Q4 2024
Shares 22,128 Value ($000) $1,945 Avg Close — Range —
Q3 2024
Shares 22,614 Value ($000) $1,876 Avg Close — Range —
Q2 2024
Shares 35,460 Value ($000) $2,841 Avg Close — Range —
Q1 2024
Shares 38,631 Value ($000) $2,826 Avg Close — Range —
Q4 2023
Shares 13,872 Value ($000) $903 Avg Close — Range —
Q3 2023
Shares 9,267 Value ($000) $549 Avg Close — Range —
Q2 2023
Shares 12,717 Value ($000) $776 Avg Close — Range —
Q1 2023
Shares 8,824 Value ($000) $489 Avg Close — Range —
Q4 2022
Shares 8,358 Value ($000) $424 Avg Close — Range —
Q3 2022
Shares 77,385 Value ($000) $3,877 Avg Close — Range —
Q2 2022
Shares 91,625 Value ($000) $4,790 Avg Close — Range —
Q1 2022
Shares 134,880 Value ($000) $8,930 Avg Close — Range —
Q4 2021
Shares 218,769 Value ($000) $15,854 Avg Close — Range —