SPDR SER TR

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

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q3 2025
Shares 5,076 Value ($000) $281 Avg Close — Range —
Q1 2025
Shares 5,121 Value ($000) $262 Avg Close — Range —