SPDR SER TR

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

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 109,113 Value ($000) $6,199 Avg Close — Range —
Q3 2025
Shares 107,702 Value ($000) $5,959 Avg Close — Range —
Q2 2025
Shares 92,899 Value ($000) $4,862 Avg Close — Range —
Q1 2025
Shares 85,271 Value ($000) $4,355 Avg Close — Range —
Q4 2024
Shares 120,369 Value ($000) $6,156 Avg Close — Range —
Q3 2024
Shares 113,815 Value ($000) $6,016 Avg Close — Range —
Q2 2024
Shares 31,877 Value ($000) $1,554 Avg Close — Range —
Q1 2024
Shares 24,864 Value ($000) $1,246 Avg Close — Range —
Q4 2023
Shares 22,423 Value ($000) $1,058 Avg Close — Range —
Q3 2023
Shares 28,499 Value ($000) $1,176 Avg Close — Range —
Q2 2023
Shares 29,005 Value ($000) $1,253 Avg Close — Range —
Q1 2023
Shares 70,085 Value ($000) $2,854 Avg Close — Range —
Q2 2021
Shares 7,282 Value ($000) $290 Avg Close — Range —
Q2 2018
Shares 10,492 Value ($000) $311 Avg Close — Range —