SPDR SER TR

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

Rockline Wealth Management, LLC's Holding History (CIK: 0002005098)

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

Q4 2025
Shares 4,300 Value ($000) $459 Avg Close — Range —
Q3 2025
Shares 5,020 Value ($000) $525 Avg Close — Range —
Q2 2025
Shares 5,209 Value ($000) $497 Avg Close — Range —
Q1 2025
Shares 5,146 Value ($000) $414 Avg Close — Range —
Q4 2024
Shares 4,984 Value ($000) $438 Avg Close — Range —
Q3 2024
Shares 4,477 Value ($000) $371 Avg Close — Range —
Q2 2024
Shares 3,609 Value ($000) $289 Avg Close — Range —