SPDR SER TR

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

MBM Wealth Consultants, LLC's Holding History (CIK: 0001762068)

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

Q4 2025
Shares 61,303 Value ($000) $3,483 Avg Close — Range —
Q3 2025
Shares 58,445 Value ($000) $3,234 Avg Close — Range —
Q2 2025
Shares 57,596 Value ($000) $3,015 Avg Close — Range —
Q1 2025
Shares 56,370 Value ($000) $2,879 Avg Close — Range —
Q4 2024
Shares 54,358 Value ($000) $2,766 Avg Close — Range —
Q3 2024
Shares 51,879 Value ($000) $2,742 Avg Close — Range —
Q2 2024
Shares 52,346 Value ($000) $2,549 Avg Close — Range —
Q1 2024
Shares 47,574 Value ($000) $2,383 Avg Close — Range —
Q4 2023
Shares 45,814 Value ($000) $2,156 Avg Close — Range —
Q3 2023
Shares 43,883 Value ($000) $1,807 Avg Close — Range —
Q2 2023
Shares 40,739 Value ($000) $1,786 Avg Close — Range —
Q1 2023
Shares 29,665 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 29,666 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 26,836 Value ($000) $951 Avg Close — Range —
Q2 2022
Shares 25,842 Value ($000) $951 Avg Close — Range —
Q1 2022
Shares 24,972 Value ($000) $1,043 Avg Close — Range —