SPDR SER TR

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

REGIMEN WEALTH, LLC's Holding History (CIK: 0001963863)

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

Q4 2025
Shares 52,059 Value ($000) $5,555 Avg Close Range
Q3 2025
Shares 53,334 Value ($000) $5,574 Avg Close Range
Q2 2025
Shares 55,291 Value ($000) $5,270 Avg Close Range
Q1 2025
Shares 77,834 Value ($000) $6,256 Avg Close Range
Q4 2024
Shares 77,019 Value ($000) $6,770 Avg Close Range
Q3 2024
Shares 84,944 Value ($000) $7,045 Avg Close Range
Q2 2024
Shares 87,031 Value ($000) $6,974 Avg Close Range
Q1 2024
Shares 87,557 Value ($000) $6,406 Avg Close Range
Q4 2023
Shares 94,437 Value ($000) $6,144 Avg Close Range
Q3 2023
Shares 99,628 Value ($000) $5,906 Avg Close Range
Q2 2023
Shares 99,539 Value ($000) $6,073 Avg Close Range
Q1 2023
Shares 97,866 Value ($000) $5,449 Avg Close Range