SPDR SER TR

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

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q3 2024
Shares 3,954 Value ($000) $328 Avg Close — Range —
Q2 2024
Shares 4,417 Value ($000) $354 Avg Close — Range —
Q1 2024
Shares 4,417 Value ($000) $323 Avg Close — Range —
Q4 2023
Shares 4,689 Value ($000) $305 Avg Close — Range —