SPDR SER TR

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

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 16,626 Value ($000) $945 Avg Close — Range —
Q3 2025
Shares 16,193 Value ($000) $896 Avg Close — Range —
Q2 2025
Shares 16,119 Value ($000) $844 Avg Close — Range —
Q1 2025
Shares 16,041 Value ($000) $819 Avg Close — Range —
Q4 2024
Shares 13,490 Value ($000) $690 Avg Close — Range —
Q3 2024
Shares 4,459 Value ($000) $236 Avg Close — Range —