SPDR SER TR

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

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 3,858 Value ($000) $412 Avg Close — Range —
Q3 2025
Shares 3,373 Value ($000) $353 Avg Close — Range —
Q2 2025
Shares 2,993 Value ($000) $285 Avg Close — Range —