SPDR SER TR

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

Castleview Partners, LLC's Holding History (CIK: 0001737088)

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

Q4 2025
Shares 12,195 Value ($000) $693 Avg Close — Range —
Q3 2025
Shares 11,799 Value ($000) $653 Avg Close — Range —
Q2 2025
Shares 13,070 Value ($000) $684 Avg Close — Range —
Q1 2025
Shares 13,083 Value ($000) $668 Avg Close — Range —
Q4 2024
Shares 21,312 Value ($000) $1,084 Avg Close — Range —
Q3 2024
Shares 21,780 Value ($000) $1,151 Avg Close — Range —
Q2 2024
Shares 24,094 Value ($000) $1,174 Avg Close — Range —
Q1 2024
Shares 27,423 Value ($000) $1,374 Avg Close — Range —
Q4 2023
Shares 24,834 Value ($000) $1,158 Avg Close — Range —
Q3 2023
Shares 15,657 Value ($000) $646 Avg Close — Range —
Q2 2023
Shares 15,586 Value ($000) $673 Avg Close — Range —
Q1 2023
Shares 15,939 Value ($000) $649 Avg Close — Range —
Q4 2022
Shares 15,853 Value ($000) $617 Avg Close — Range —
Q3 2022
Shares 15,722 Value ($000) $542 Avg Close — Range —
Q2 2022
Shares 8 Value ($000) $760 Avg Close — Range —
Q1 2022
Shares 17,320 Value ($000) $732 Avg Close — Range —
Q4 2021
Shares 720,552 Value ($000) $17,156 Avg Close — Range —
Q2 2021
Shares 19,744 Value ($000) $781 Avg Close — Range —