SPDR SER TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 6,708 Value ($000) $716 Avg Close — Range —
Q3 2025
Shares 1,403 Value ($000) $147 Avg Close — Range —