SPDR SER TR

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

ForthRight Wealth Management, LLC's Holding History (CIK: 0001841633)

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

Q4 2025
Shares 14,191 Value ($000) $806 Avg Close — Range —
Q3 2025
Shares 14,188 Value ($000) $785 Avg Close — Range —
Q2 2025
Shares 14,209 Value ($000) $744 Avg Close — Range —
Q1 2025
Shares 12,974 Value ($000) $663 Avg Close — Range —
Q4 2024
Shares 12,972 Value ($000) $663 Avg Close — Range —
Q3 2024
Shares 12,969 Value ($000) $686 Avg Close — Range —
Q2 2024
Shares 13,065 Value ($000) $637 Avg Close — Range —
Q1 2024
Shares 13,573 Value ($000) $680 Avg Close — Range —
Q4 2023
Shares 13,570 Value ($000) $633 Avg Close — Range —
Q3 2023
Shares 12,439 Value ($000) $513 Avg Close — Range —
Q2 2023
Shares 12,437 Value ($000) $537 Avg Close — Range —
Q1 2023
Shares 12,348 Value ($000) $503 Avg Close — Range —
Q4 2022
Shares 12,345 Value ($000) $480 Avg Close — Range —
Q3 2022
Shares 11,143 Value ($000) $384 Avg Close — Range —
Q2 2022
Shares 11,918 Value ($000) $439 Avg Close — Range —
Q1 2022
Shares 4,785 Value ($000) $200 Avg Close — Range —