SPDR SER TR

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

Milestone Asset Management Group, LLC's Holding History (CIK: 0002063452)

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

Q4 2025
Shares 40,604 Value ($000) $4,332 Avg Close — Range —
Q3 2025
Shares 35,132 Value ($000) $3,672 Avg Close — Range —
Q2 2025
Shares 33,931 Value ($000) $3,234 Avg Close — Range —
Q1 2025
Shares 28,737 Value ($000) $2,310 Avg Close — Range —
Q4 2024
Shares 25,451 Value ($000) $2,237 Avg Close — Range —