SPDR SER TR

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

WJ Wealth Management, LLC's Holding History (CIK: 0001801674)

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

Q4 2025
Shares 17,762 Value ($000) $1,009 Avg Close — Range —
Q3 2025
Shares 17,936 Value ($000) $1,004 Avg Close — Range —
Q2 2025
Shares 38,302 Value ($000) $2,005 Avg Close — Range —
Q1 2025
Shares 40,352 Value ($000) $2,061 Avg Close — Range —
Q4 2024
Shares 45,202 Value ($000) $2,312 Avg Close — Range —
Q3 2024
Shares 46,230 Value ($000) $2,444 Avg Close — Range —
Q2 2024
Shares 48,068 Value ($000) $2,343 Avg Close — Range —
Q1 2024
Shares 51,038 Value ($000) $2,557 Avg Close — Range —
Q4 2023
Shares 51,178 Value ($000) $2,386 Avg Close — Range —
Q3 2023
Shares 54,206 Value ($000) $2,237 Avg Close — Range —
Q2 2023
Shares 56,534 Value ($000) $2,442 Avg Close — Range —
Q1 2023
Shares 29,977 Value ($000) $1,221 Avg Close — Range —
Q4 2022
Shares 59,096 Value ($000) $2,298 Avg Close — Range —
Q3 2022
Shares 49,096 Value ($000) $1,687 Avg Close — Range —
Q2 2022
Shares 45,826 Value ($000) $1,690 Avg Close — Range —
Q1 2022
Shares 36,458 Value ($000) $1,520 Avg Close — Range —
Q4 2021
Shares 36,808 Value ($000) $1,545 Avg Close — Range —
Q3 2021
Shares 37,853 Value ($000) $1,487 Avg Close — Range —
Q2 2021
Shares 35,064 Value ($000) $1,386 Avg Close — Range —
Q1 2021
Shares 30,700 Value ($000) $1,164 Avg Close — Range —