SPDR SER TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 4,603 Value ($000) $262 Avg Close — Range —
Q3 2025
Shares 4,592 Value ($000) $254 Avg Close — Range —