SPDR SER TR

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

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 3,620,443 Value ($000) $205,677 Avg Close — Range —
Q3 2025
Shares 4,732,922 Value ($000) $261,873 Avg Close — Range —
Q2 2025
Shares 4,189,223 Value ($000) $219,264 Avg Close — Range —
Q1 2025
Shares 4,394,135 Value ($000) $224,408 Avg Close — Range —
Q4 2024
Shares 3,310,399 Value ($000) $169,294 Avg Close — Range —
Q3 2024
Shares 1,929,406 Value ($000) $184,856 Avg Close — Range —
Q2 2024
Shares 3,274,949 Value ($000) $159,621 Avg Close — Range —
Q1 2024
Shares 3,051,234 Value ($000) $152,867 Avg Close — Range —