SPDR SER TR

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

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 520,483 Value ($000) $29,569 Avg Close — Range —
Q3 2025
Shares 444,830 Value ($000) $24,612 Avg Close — Range —
Q2 2025
Shares 398,782 Value ($000) $20,872 Avg Close — Range —
Q1 2025
Shares 349,587 Value ($000) $17,853 Avg Close — Range —
Q4 2024
Shares 295,691 Value ($000) $15,122 Avg Close — Range —
Q3 2024
Shares 293,201 Value ($000) $15,499 Avg Close — Range —