SPDR SER TR

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

Greystone Financial Group, LLC's Holding History (CIK: 0001845302)

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

Q4 2025
Shares 6,773 Value ($000) $385 Avg Close — Range —
Q3 2025
Shares 6,773 Value ($000) $375 Avg Close — Range —
Q2 2025
Shares 6,773 Value ($000) $354 Avg Close — Range —
Q1 2025
Shares 6,790 Value ($000) $347 Avg Close — Range —
Q4 2024
Shares 6,773 Value ($000) $346 Avg Close — Range —
Q3 2024
Shares 6,773 Value ($000) $358 Avg Close — Range —
Q2 2024
Shares 6,717 Value ($000) $327 Avg Close — Range —
Q1 2024
Shares 6,677 Value ($000) $335 Avg Close — Range —
Q4 2023
Shares 31,348 Value ($000) $1,462 Avg Close — Range —
Q3 2023
Shares 21,269 Value ($000) $878 Avg Close — Range —