SPDR SER TR

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

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 1,186,882 Value ($000) $128,302 Avg Close — Range —
Q3 2025
Shares 600,237 Value ($000) $65,186 Avg Close — Range —
Q2 2025
Shares 576,325 Value ($000) $57,800 Avg Close — Range —
Q1 2025
Shares 538,146 Value ($000) $44,123 Avg Close — Range —
Q4 2024
Shares 429,490 Value ($000) $37,593 Avg Close — Range —
Q3 2024
Shares 294,870 Value ($000) $24,639 Avg Close — Range —
Q2 2024
Shares 251,188 Value ($000) $18,432 Avg Close — Range —