SPDR SER TR

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

Herold Advisors, Inc.'s Holding History (CIK: 0001891713)

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

Q2 2025
Shares 12,839 Value ($000) $672 Avg Close — Range —
Q1 2025
Shares 10,945 Value ($000) $559 Avg Close — Range —
Q4 2024
Shares 7,552 Value ($000) $386 Avg Close — Range —
Q3 2024
Shares 7,634 Value ($000) $404 Avg Close — Range —
Q2 2024
Shares 7,264 Value ($000) $354 Avg Close — Range —
Q1 2024
Shares 6,403 Value ($000) $321 Avg Close — Range —