SPDR SER TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 5,842 Value ($000) $332 Avg Close — Range —
Q3 2025
Shares 5,842 Value ($000) $323 Avg Close — Range —
Q2 2025
Shares 5,842 Value ($000) $306 Avg Close — Range —
Q1 2025
Shares 5,895 Value ($000) $301 Avg Close — Range —
Q4 2024
Shares 5,895 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 7,592 Value ($000) $401 Avg Close — Range —
Q2 2024
Shares 7,592 Value ($000) $370 Avg Close — Range —
Q1 2024
Shares 7,592 Value ($000) $380 Avg Close — Range —
Q4 2023
Shares 7,592 Value ($000) $354 Avg Close — Range —
Q3 2023
Shares 7,721 Value ($000) $319 Avg Close — Range —
Q2 2023
Shares 7,721 Value ($000) $334 Avg Close — Range —
Q1 2023
Shares 7,721 Value ($000) $314 Avg Close — Range —
Q4 2022
Shares 7,421 Value ($000) $289 Avg Close — Range —
Q3 2022
Shares 7,421 Value ($000) $256 Avg Close — Range —