SPDR SER TR

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

Accurate Wealth Management, LLC's Holding History (CIK: 0001877728)

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

Q4 2025
Shares 5,929 Value ($000) $344 Avg Close — Range —
Q3 2025
Shares 6,176 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 7,100 Value ($000) $377 Avg Close — Range —
Q1 2025
Shares 5,491 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 6,351 Value ($000) $324 Avg Close — Range —
Q3 2024
Shares 6,288 Value ($000) $336 Avg Close — Range —
Q2 2024
Shares 5,326 Value ($000) $266 Avg Close — Range —
Q1 2024
Shares 7,925 Value ($000) $379 Avg Close — Range —
Q4 2023
Shares 5,073 Value ($000) $236 Avg Close — Range —
Q3 2023
Shares 6,409 Value ($000) $266 Avg Close — Range —
Q4 2022
Shares 2,752 Value ($000) $110 Avg Close — Range —