SPDR SER TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 15,079 Value ($000) $857 Avg Close — Range —
Q3 2025
Shares 6,975 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 6,782 Value ($000) $355 Avg Close — Range —