SPDR SER TR

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

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 4,109 Value ($000) $233 Avg Close — Range —
Q3 2025
Shares 3,646 Value ($000) $202 Avg Close — Range —