SPDR SER TR

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

Cornerstone Wealth Group, LLC's Holding History (CIK: 0001774879)

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

Q4 2025
Shares 58,835 Value ($000) $3,342 Avg Close — Range —
Q3 2025
Shares 35,553 Value ($000) $1,967 Avg Close — Range —
Q2 2025
Shares 24,878 Value ($000) $1,302 Avg Close — Range —
Q1 2025
Shares 17,654 Value ($000) $902 Avg Close — Range —
Q4 2024
Shares 4,120 Value ($000) $211 Avg Close — Range —