SPDR SER TR

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

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 3,873 Value ($000) $220 Avg Close — Range —
Q1 2025
Shares 5,563 Value ($000) $284 Avg Close — Range —
Q4 2024
Shares 8,492 Value ($000) $434 Avg Close — Range —
Q3 2024
Shares 20,882 Value ($000) $1,104 Avg Close — Range —