SPDR SER TR

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

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 8,904 Value ($000) $506 Avg Close — Range —
Q3 2025
Shares 5,885 Value ($000) $326 Avg Close — Range —
Q2 2025
Shares 5,885 Value ($000) $308 Avg Close — Range —
Q1 2025
Shares 5,934 Value ($000) $303 Avg Close — Range —
Q4 2024
Shares 5,872 Value ($000) $300 Avg Close — Range —