SPDR SER TR

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

Emergent Wealth Advisors, LLC's Holding History (CIK: 0001799880)

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

Q4 2025
Shares 13,779 Value ($000) $783 Avg Close — Range —
Q3 2025
Shares 14,974 Value ($000) $829 Avg Close — Range —
Q2 2025
Shares 14,876 Value ($000) $779 Avg Close — Range —
Q1 2025
Shares 16,474 Value ($000) $841 Avg Close — Range —
Q4 2024
Shares 21,253 Value ($000) $1,087 Avg Close — Range —
Q3 2024
Shares 19,739 Value ($000) $1,043 Avg Close — Range —
Q2 2024
Shares 9,358 Value ($000) $456 Avg Close — Range —
Q1 2024
Shares 7,974 Value ($000) $399 Avg Close — Range —