SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

PRIVATE CLIENT SERVICES, LLC's Holding History (CIK: 0001457005)

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

Q4 2025
Shares 26,913 Value ($000) $1,529 Avg Close — Range —
Q3 2025
Shares 26,876 Value ($000) $1,487 Avg Close — Range —
Q2 2025
Shares 31,887 Value ($000) $1,669 Avg Close — Range —
Q1 2025
Shares 33,438 Value ($000) $1,708 Avg Close — Range —
Q4 2024
Shares 24,495 Value ($000) $1,253 Avg Close — Range —
Q3 2024
Shares 13,108 Value ($000) $693 Avg Close — Range —
Q2 2024
Shares 15,620 Value ($000) $761 Avg Close — Range —
Q1 2024
Shares 11,584 Value ($000) $580 Avg Close — Range —
Q4 2023
Shares 4,638 Value ($000) $216 Avg Close — Range —