SPDR SER TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 89,552 Value ($000) $5,087 Avg Close — Range —
Q3 2025
Shares 83,449 Value ($000) $4,617 Avg Close — Range —
Q2 2025
Shares 81,252 Value ($000) $4,253 Avg Close — Range —
Q1 2025
Shares 82,127 Value ($000) $4,194 Avg Close — Range —
Q4 2024
Shares 81,622 Value ($000) $4,174 Avg Close — Range —
Q3 2019
Shares 1,014 Value ($000) $32 Avg Close — Range —
Q2 2019
Shares 1,014 Value ($000) $31 Avg Close — Range —
Q1 2019
Shares 1,014 Value ($000) $31 Avg Close — Range —