SPDR SER TR

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

IEQ CAPITAL, LLC's Holding History (CIK: 0001779789)

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

Q4 2025
Shares 5,995 Value ($000) $341 Avg Close — Range —
Q3 2025
Shares 6,022 Value ($000) $333 Avg Close — Range —
Q2 2025
Shares 5,995 Value ($000) $314 Avg Close — Range —
Q1 2025
Shares 5,995 Value ($000) $306 Avg Close — Range —
Q1 2023
Shares 7,192 Value ($000) $293 Avg Close — Range —
Q4 2022
Shares 5,221 Value ($000) $203 Avg Close — Range —