SPDR SER TR

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

RETIREMENT FINANCIAL SOLUTIONS, LLC's Holding History (CIK: 0001962532)

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

Q4 2025
Shares 54,761 Value ($000) $5,843 Avg Close — Range —
Q3 2025
Shares 51,368 Value ($000) $5,368 Avg Close — Range —
Q2 2025
Shares 47,319 Value ($000) $4,510 Avg Close — Range —
Q1 2025
Shares 37,281 Value ($000) $2,996 Avg Close — Range —
Q3 2024
Shares 168,834 Value ($000) $14,003 Avg Close — Range —
Q2 2024
Shares 169,876 Value ($000) $13,612 Avg Close — Range —
Q1 2024
Shares 155,532 Value ($000) $11,377 Avg Close — Range —
Q4 2023
Shares 144,793 Value ($000) $9,420 Avg Close — Range —
Q3 2023
Shares 135,828 Value ($000) $8,052 Avg Close — Range —
Q2 2023
Shares 120,328 Value ($000) $7,341 Avg Close — Range —
Q1 2023
Shares 107,736 Value ($000) $5,964 Avg Close — Range —
Q4 2022
Shares 93,379 Value ($000) $4,732 Avg Close — Range —