SPDR SER TR

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

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 5,284 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 5,275 Value ($000) $292 Avg Close — Range —
Q1 2025
Shares 9,243 Value ($000) $472 Avg Close — Range —
Q3 2024
Shares 5,244 Value ($000) $277 Avg Close — Range —
Q2 2024
Shares 4,942 Value ($000) $241 Avg Close — Range —
Q1 2024
Shares 4,932 Value ($000) $247 Avg Close — Range —
Q4 2023
Shares 5,531 Value ($000) $258 Avg Close — Range —
Q3 2023
Shares 5,148 Value ($000) $212 Avg Close — Range —
Q2 2023
Shares 4,999 Value ($000) $216 Avg Close — Range —
Q1 2023
Shares 4,991 Value ($000) $203 Avg Close — Range —
Q4 2022
Shares 6,748 Value ($000) $262 Avg Close — Range —