SPDR SER TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 7,683 Value ($000) $820 Avg Close Range
Q3 2025
Shares 6,274 Value ($000) $656 Avg Close Range
Q2 2025
Shares 5,140 Value ($000) $490 Avg Close Range
Q1 2025
Shares 4,092 Value ($000) $329 Avg Close Range
Q2 2024
Shares 547 Value ($000) $44 Avg Close Range