SPDR SER TR

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

Cornerstone Wealth Management, LLC's Holding History (CIK: 0001674117)

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

Q4 2025
Shares 64,535 Value ($000) $3,666 Avg Close — Range —
Q3 2025
Shares 63,413 Value ($000) $3,509 Avg Close — Range —
Q2 2025
Shares 63,943 Value ($000) $3,347 Avg Close — Range —
Q1 2025
Shares 64,936 Value ($000) $3,316 Avg Close — Range —
Q4 2024
Shares 61,274 Value ($000) $3,134 Avg Close — Range —
Q3 2024
Shares 55,431 Value ($000) $2,930 Avg Close — Range —
Q2 2024
Shares 49,260 Value ($000) $2,401 Avg Close — Range —
Q1 2024
Shares 45,596 Value ($000) $2,284 Avg Close — Range —
Q4 2023
Shares 52,756 Value ($000) $2,460 Avg Close — Range —
Q3 2023
Shares 75,792 Value ($000) $3,127 Avg Close — Range —
Q2 2023
Shares 83,080 Value ($000) $3,589 Avg Close — Range —
Q1 2023
Shares 86,987 Value ($000) $3,542 Avg Close — Range —
Q3 2022
Shares 97,404 Value ($000) $3,359 Avg Close — Range —
Q2 2022
Shares 92,629 Value ($000) $3,411 Avg Close — Range —
Q1 2022
Shares 90,021 Value ($000) $3,758 Avg Close — Range —
Q4 2021
Shares 95,500 Value ($000) $4,015 Avg Close — Range —
Q3 2021
Shares 82,886 Value ($000) $3,233 Avg Close — Range —
Q2 2021
Shares 30,287 Value ($000) $1,198 Avg Close — Range —
Q1 2021
Shares 23,373 Value ($000) $886 Avg Close — Range —
Q4 2020
Shares 22,009 Value ($000) $757 Avg Close — Range —
Q3 2020
Shares 8,731 Value ($000) $264 Avg Close — Range —