SPDR SER TR

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

Choice Wealth Advisors, LLC's Holding History (CIK: 0001842357)

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

Q4 2025
Shares 534,434 Value ($000) $30,361 Avg Close — Range —
Q3 2025
Shares 536,400 Value ($000) $29,679 Avg Close — Range —
Q2 2025
Shares 538,690 Value ($000) $28,195 Avg Close — Range —
Q1 2025
Shares 535,486 Value ($000) $27,347 Avg Close — Range —
Q4 2024
Shares 533,373 Value ($000) $27,277 Avg Close — Range —
Q3 2024
Shares 526,118 Value ($000) $27,811 Avg Close — Range —
Q2 2024
Shares 531,403 Value ($000) $25,901 Avg Close — Range —
Q1 2024
Shares 528,449 Value ($000) $26,475 Avg Close — Range —
Q4 2023
Shares 549,564 Value ($000) $25,626 Avg Close — Range —
Q3 2023
Shares 574,500 Value ($000) $23,704 Avg Close — Range —
Q2 2023
Shares 582,827 Value ($000) $25,178 Avg Close — Range —
Q1 2023
Shares 603,639 Value ($000) $24,580 Avg Close — Range —
Q4 2022
Shares 599,874 Value ($000) $23,329 Avg Close — Range —
Q3 2022
Shares 609,938 Value ($000) $21,037 Avg Close — Range —
Q1 2022
Shares 617,740 Value ($000) $25,747 Avg Close — Range —
Q4 2021
Shares 653,726 Value ($000) $27,457 Avg Close — Range —
Q3 2021
Shares 613,314 Value ($000) $23,919 Avg Close — Range —
Q2 2021
Shares 668,856 Value ($000) $26,447 Avg Close — Range —
Q1 2021
Shares 634,656 Value ($000) $24,053 Avg Close — Range —
Q4 2020
Shares 604,351 Value ($000) $20,784 Avg Close — Range —