SPDR SER TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 16,012 Value ($000) $910 Avg Close — Range —
Q3 2025
Shares 106,855 Value ($000) $5,912 Avg Close — Range —
Q2 2025
Shares 104,077 Value ($000) $5,447 Avg Close — Range —
Q1 2025
Shares 18,789 Value ($000) $960 Avg Close — Range —