SPDR SER TR

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

Prepared Retirement Institute LLC's Holding History (CIK: 0002056037)

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

Q4 2025
Shares 94,117 Value ($000) $10,042 Avg Close — Range —
Q3 2025
Shares 96,475 Value ($000) $10,083 Avg Close — Range —
Q2 2025
Shares 129,319 Value ($000) $12,327 Avg Close — Range —
Q1 2025
Shares 159,729 Value ($000) $12,837 Avg Close — Range —
Q4 2024
Shares 225,019 Value ($000) $19,779 Avg Close — Range —
Q3 2024
Shares 214,603 Value ($000) $17,799 Avg Close — Range —
Q2 2024
Shares 212,047 Value ($000) $16,991 Avg Close — Range —
Q1 2024
Shares 199,762 Value ($000) $14,613 Avg Close — Range —
Q4 2023
Shares 189,539 Value ($000) $12,331 Avg Close — Range —