SPDR SER TR

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

Cardinal Strategic Wealth Guidance's Holding History (CIK: 0001801989)

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

Q4 2025
Shares 322,466 Value ($000) $18,319 Avg Close — Range —
Q3 2025
Shares 159,522 Value ($000) $8,826 Avg Close — Range —
Q2 2025
Shares 158,229 Value ($000) $8,282 Avg Close — Range —
Q1 2025
Shares 142,429 Value ($000) $7,274 Avg Close — Range —
Q4 2024
Shares 128,215 Value ($000) $6,557 Avg Close — Range —
Q3 2024
Shares 126,499 Value ($000) $6,687 Avg Close — Range —
Q2 2024
Shares 112,114 Value ($000) $5,464 Avg Close — Range —
Q1 2024
Shares 91,407 Value ($000) $4,579 Avg Close — Range —