SPDR SER TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 1,254 Value ($000) $73 Avg Close — Range —
Q3 2025
Shares 49 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 1,346 Value ($000) $71 Avg Close — Range —
Q1 2025
Shares 1,350 Value ($000) $65 Avg Close — Range —
Q4 2024
Shares 1,393 Value ($000) $74 Avg Close — Range —
Q3 2024
Shares 1,404 Value ($000) $74 Avg Close — Range —
Q2 2024
Shares 15,730 Value ($000) $768 Avg Close — Range —
Q4 2022
Shares 3,699 Value ($000) $147 Avg Close — Range —