SPDR SER TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 3,673 Value ($000) $209 Avg Close — Range —
Q3 2025
Shares 3,670 Value ($000) $203 Avg Close — Range —
Q4 2019
Shares 7,279 Value ($000) $254 Avg Close — Range —
Q3 2019
Shares 12,619 Value ($000) $403 Avg Close — Range —