SPDR SER TR

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

Capstone Triton Financial Group, LLC's Holding History (CIK: 0001811805)

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

Q4 2025
Shares 18,507 Value ($000) $1,051 Avg Close — Range —
Q3 2025
Shares 18,639 Value ($000) $1,031 Avg Close — Range —
Q2 2025
Shares 18,590 Value ($000) $973 Avg Close — Range —
Q4 2024
Shares 34,599 Value ($000) $1,769 Avg Close — Range —
Q3 2024
Shares 34,713 Value ($000) $1,835 Avg Close — Range —
Q2 2024
Shares 30,805 Value ($000) $1,501 Avg Close — Range —
Q1 2024
Shares 29,973 Value ($000) $1,502 Avg Close — Range —
Q4 2023
Shares 33,537 Value ($000) $1,564 Avg Close — Range —
Q3 2023
Shares 37,871 Value ($000) $1,563 Avg Close — Range —
Q2 2023
Shares 37,305 Value ($000) $1,612 Avg Close — Range —
Q1 2023
Shares 37,411 Value ($000) $1,523 Avg Close — Range —
Q4 2022
Shares 36,234 Value ($000) $1,409 Avg Close — Range —
Q3 2022
Shares 37,750 Value ($000) $1,302 Avg Close — Range —
Q2 2022
Shares 35,867 Value ($000) $1,357 Avg Close — Range —