SPDR SER TR

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

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

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

Q4 2025
Shares 841 Value ($000) $48 Avg Close — Range —
Q3 2025
Shares 841 Value ($000) $47 Avg Close — Range —
Q1 2024
Shares 841 Value ($000) $42 Avg Close — Range —
Q4 2023
Shares 841 Value ($000) $39 Avg Close — Range —
Q3 2023
Shares 841 Value ($000) $35 Avg Close — Range —
Q2 2023
Shares 842 Value ($000) $36 Avg Close — Range —