SPDR SER TR

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

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 56,941 Value ($000) $3,235 Avg Close — Range —
Q3 2025
Shares 53,413 Value ($000) $2,955 Avg Close — Range —
Q2 2025
Shares 57,476 Value ($000) $3,008 Avg Close — Range —
Q1 2025
Shares 47,152 Value ($000) $2,408 Avg Close — Range —
Q3 2024
Shares 8,198 Value ($000) $433 Avg Close — Range —
Q2 2024
Shares 4,643 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 6,756 Value ($000) $338 Avg Close — Range —
Q2 2023
Shares 6,380 Value ($000) $276 Avg Close — Range —
Q4 2022
Shares 7,790 Value ($000) $303 Avg Close — Range —
Q3 2022
Shares 86,165 Value ($000) $2,972 Avg Close — Range —
Q2 2022
Shares 88,729 Value ($000) $3,267 Avg Close — Range —
Q1 2022
Shares 139,917 Value ($000) $5,842 Avg Close — Range —
Q4 2021
Shares 260,405 Value ($000) $10,937 Avg Close — Range —