SPDR SER TR

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

Onyx Bridge Wealth Group LLC's Holding History (CIK: 0001819476)

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

Q4 2025
Shares 36,544 Value ($000) $2,076 Avg Close — Range —
Q3 2025
Shares 39,520 Value ($000) $2,187 Avg Close — Range —
Q2 2025
Shares 29,136 Value ($000) $1,525 Avg Close — Range —
Q1 2025
Shares 36,095 Value ($000) $1,843 Avg Close — Range —
Q4 2024
Shares 41,471 Value ($000) $2,121 Avg Close — Range —
Q3 2024
Shares 43,801 Value ($000) $2,315 Avg Close — Range —
Q2 2024
Shares 46,612 Value ($000) $2,272 Avg Close — Range —
Q1 2024
Shares 47,385 Value ($000) $2,289 Avg Close — Range —
Q4 2023
Shares 47,190 Value ($000) $2,200 Avg Close — Range —
Q3 2023
Shares 54,317 Value ($000) $2,241 Avg Close — Range —
Q2 2023
Shares 54,137 Value ($000) $2,339 Avg Close — Range —
Q1 2023
Shares 55,156 Value ($000) $2,246 Avg Close — Range —
Q4 2022
Shares 55,202 Value ($000) $2,211 Avg Close — Range —