SPDR SER TR

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

AGH Wealth Advisors, LLC's Holding History (CIK: 0002061010)

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

Q4 2025
Shares 40,579 Value ($000) $4,331 Avg Close — Range —
Q3 2025
Shares 40,255 Value ($000) $4,209 Avg Close — Range —
Q2 2025
Shares 40,468 Value ($000) $3,859 Avg Close — Range —
Q1 2025
Shares 41,515 Value ($000) $3,338 Avg Close — Range —
Q4 2024
Shares 40,050 Value ($000) $3,520 Avg Close — Range —