SPDR SER TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 71,279 Value ($000) $4,049 Avg Close — Range —
Q3 2025
Shares 71,279 Value ($000) $3,944 Avg Close — Range —
Q2 2025
Shares 71,279 Value ($000) $3,731 Avg Close — Range —
Q1 2025
Shares 71,279 Value ($000) $3,640 Avg Close — Range —
Q4 2024
Shares 91,696 Value ($000) $4,689 Avg Close — Range —
Q3 2024
Shares 91,696 Value ($000) $4,847 Avg Close — Range —
Q2 2024
Shares 91,696 Value ($000) $4,469 Avg Close — Range —
Q1 2024
Shares 91,696 Value ($000) $4,594 Avg Close — Range —
Q4 2023
Shares 91,696 Value ($000) $4,276 Avg Close — Range —
Q3 2023
Shares 91,696 Value ($000) $3,783 Avg Close — Range —
Q2 2023
Shares 91,696 Value ($000) $3,961 Avg Close — Range —
Q1 2023
Shares 91,696 Value ($000) $3,734 Avg Close — Range —
Q4 2022
Shares 91,696 Value ($000) $3,566 Avg Close — Range —
Q3 2022
Shares 91,696 Value ($000) $3,609 Avg Close — Range —
Q2 2022
Shares 91,696 Value ($000) $3,376 Avg Close — Range —
Q1 2022
Shares 91,696 Value ($000) $3,828 Avg Close — Range —
Q4 2021
Shares 91,696 Value ($000) $3,851 Avg Close — Range —