SPDR SER TR

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

Fusion Family Wealth LLC's Holding History (CIK: 0001696209)

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

Q4 2025
Shares 4,706 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 4,706 Value ($000) $260 Avg Close — Range —
Q2 2025
Shares 4,706 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 4,706 Value ($000) $240 Avg Close — Range —
Q4 2024
Shares 4,706 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 4,706 Value ($000) $249 Avg Close — Range —
Q2 2024
Shares 4,706 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 4,706 Value ($000) $236 Avg Close — Range —
Q4 2023
Shares 4,706 Value ($000) $219 Avg Close — Range —
Q2 2023
Shares 4,706 Value ($000) $203 Avg Close — Range —
Q3 2022
Shares 5,116 Value ($000) $200 Avg Close — Range —
Q4 2021
Shares 5,116 Value ($000) $215 Avg Close — Range —
Q3 2021
Shares 5,116 Value ($000) $200 Avg Close — Range —
Q2 2021
Shares 5,116 Value ($000) $202 Avg Close — Range —