SPDR SER TR

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

Kaizen Financial Strategies's Holding History (CIK: 0001842013)

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

Q4 2025
Shares 4,740 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 4,265 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 5,068 Value ($000) $259 Avg Close — Range —
Q3 2024
Shares 5,047 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 5,031 Value ($000) $256 Avg Close — Range —
Q1 2023
Shares 12,092 Value ($000) $492 Avg Close — Range —
Q4 2022
Shares 46,178 Value ($000) $1,899 Avg Close — Range —
Q3 2022
Shares 41,820 Value ($000) $1,442 Avg Close — Range —
Q2 2022
Shares 34,133 Value ($000) $1,257 Avg Close — Range —
Q1 2022
Shares 30,709 Value ($000) $1,282 Avg Close — Range —
Q4 2021
Shares 23,699 Value ($000) $995 Avg Close — Range —
Q3 2021
Shares 8,405 Value ($000) $328 Avg Close — Range —