SPDR SER TR

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

Coastal Investment Advisors, Inc.'s Holding History (CIK: 0001776792)

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

Q4 2025
Shares 10,603 Value ($000) $602 Avg Close — Range —
Q3 2025
Shares 11,560 Value ($000) $640 Avg Close — Range —
Q2 2025
Shares 12,279 Value ($000) $643 Avg Close — Range —
Q1 2025
Shares 6,590 Value ($000) $337 Avg Close — Range —
Q4 2024
Shares 5,073 Value ($000) $260 Avg Close — Range —
Q3 2024
Shares 643 Value ($000) $34 Avg Close — Range —
Q2 2024
Shares 979 Value ($000) $48 Avg Close — Range —
Q1 2024
Shares 974 Value ($000) $49 Avg Close — Range —
Q3 2023
Shares 622 Value ($000) $27 Avg Close — Range —
Q2 2023
Shares 622 Value ($000) $27 Avg Close — Range —
Q4 2022
Shares 681 Value ($000) $26 Avg Close — Range —
Q3 2022
Shares 4,721 Value ($000) $163 Avg Close — Range —
Q2 2019
Shares 2,415 Value ($000) $75 Avg Close — Range —
Q1 2019
Shares 2,415 Value ($000) $74 Avg Close — Range —