SPDR SER TR

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

Coastal Bridge Advisors, LLC's Holding History (CIK: 0001665976)

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

Q4 2025
Shares 23,439 Value ($000) $1,332 Avg Close — Range —
Q3 2025
Shares 21,076 Value ($000) $1,166 Avg Close — Range —
Q2 2025
Shares 20,695 Value ($000) $1,083 Avg Close — Range —