SPDR SER TR

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

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holding History (CIK: 0001510434)

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

Q4 2025
Shares 44,665 Value ($000) $2,537 Avg Close — Range —
Q3 2025
Shares 48,313 Value ($000) $2,673 Avg Close — Range —
Q2 2025
Shares 58,577 Value ($000) $3,066 Avg Close — Range —
Q1 2025
Shares 51,727 Value ($000) $2,642 Avg Close — Range —
Q4 2024
Shares 52,036 Value ($000) $2,661 Avg Close — Range —
Q3 2024
Shares 53,418 Value ($000) $2,824 Avg Close — Range —
Q2 2024
Shares 55,378 Value ($000) $2,699 Avg Close — Range —
Q1 2024
Shares 56,823 Value ($000) $2,847 Avg Close — Range —
Q4 2023
Shares 70,285 Value ($000) $3,277 Avg Close — Range —
Q3 2023
Shares 103,269 Value ($000) $4,261 Avg Close — Range —
Q2 2023
Shares 176,303 Value ($000) $7,616 Avg Close — Range —