SPDR SER TR

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

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 4,725 Value ($000) $268 Avg Close — Range —
Q3 2025
Shares 4,534 Value ($000) $251 Avg Close — Range —
Q2 2025
Shares 4,534 Value ($000) $237 Avg Close — Range —
Q1 2025
Shares 4,534 Value ($000) $232 Avg Close — Range —
Q4 2024
Shares 4,648 Value ($000) $238 Avg Close — Range —
Q3 2024
Shares 4,648 Value ($000) $246 Avg Close — Range —