SPDR SER TR

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

LOWERY THOMAS, LLC's Holding History (CIK: 0001919701)

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

Q4 2025
Shares 16,614 Value ($000) $944 Avg Close — Range —
Q3 2025
Shares 14,837 Value ($000) $821 Avg Close — Range —
Q2 2025
Shares 15,367 Value ($000) $804 Avg Close — Range —
Q1 2025
Shares 17,647 Value ($000) $901 Avg Close — Range —
Q4 2024
Shares 20,386 Value ($000) $1,043 Avg Close — Range —
Q3 2024
Shares 23,397 Value ($000) $1,237 Avg Close — Range —
Q2 2024
Shares 23,593 Value ($000) $1,150 Avg Close — Range —
Q1 2024
Shares 27,553 Value ($000) $1,380 Avg Close — Range —
Q4 2023
Shares 27,512 Value ($000) $1,283 Avg Close — Range —
Q3 2023
Shares 30,063 Value ($000) $1,240 Avg Close — Range —
Q2 2023
Shares 33,003 Value ($000) $1,426 Avg Close — Range —
Q1 2023
Shares 32,814 Value ($000) $1,336 Avg Close — Range —
Q4 2022
Shares 32,655 Value ($000) $1,270 Avg Close — Range —
Q3 2022
Shares 135,298 Value ($000) $4,667 Avg Close — Range —
Q2 2022
Shares 189,108 Value ($000) $6,963 Avg Close — Range —
Q1 2022
Shares 176,317 Value ($000) $7,361 Avg Close — Range —
Q4 2021
Shares 99,223 Value ($000) $4,167 Avg Close — Range —