SPDR SER TR

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

Lifeworks Advisors, LLC's Holding History (CIK: 0001882132)

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

Q4 2025
Shares 31,616 Value ($000) $1,796 Avg Close — Range —
Q3 2025
Shares 31,643 Value ($000) $1,751 Avg Close — Range —
Q2 2025
Shares 31,700 Value ($000) $1,659 Avg Close — Range —
Q1 2025
Shares 32,196 Value ($000) $1,644 Avg Close — Range —
Q4 2024
Shares 32,639 Value ($000) $1,669 Avg Close — Range —
Q3 2024
Shares 34,115 Value ($000) $1,803 Avg Close — Range —
Q2 2024
Shares 38,160 Value ($000) $1,860 Avg Close — Range —
Q1 2024
Shares 42,256 Value ($000) $2,117 Avg Close — Range —
Q4 2023
Shares 46,211 Value ($000) $2,155 Avg Close — Range —
Q3 2023
Shares 40,158 Value ($000) $1,657 Avg Close — Range —
Q2 2023
Shares 28,905 Value ($000) $1,249 Avg Close — Range —
Q1 2023
Shares 28,905 Value ($000) $1,177 Avg Close — Range —