SPDR SER TR

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

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 49,143 Value ($000) $2,792 Avg Close — Range —
Q3 2025
Shares 50,868 Value ($000) $2,815 Avg Close — Range —
Q2 2025
Shares 52,928 Value ($000) $2,770 Avg Close — Range —
Q1 2025
Shares 57,542 Value ($000) $2,939 Avg Close — Range —
Q4 2024
Shares 62,097 Value ($000) $3,176 Avg Close — Range —
Q3 2024
Shares 63,559 Value ($000) $3,360 Avg Close — Range —
Q2 2024
Shares 70,928 Value ($000) $3,457 Avg Close — Range —
Q1 2024
Shares 76,499 Value ($000) $3,833 Avg Close — Range —
Q4 2023
Shares 76,478 Value ($000) $3,566 Avg Close — Range —
Q3 2023
Shares 67,968 Value ($000) $2,804 Avg Close — Range —
Q2 2023
Shares 70,312 Value ($000) $3,037 Avg Close — Range —
Q1 2023
Shares 39,991 Value ($000) $1,628 Avg Close — Range —
Q4 2022
Shares 30,334 Value ($000) $1,180 Avg Close — Range —