SPDR SER TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 174 Value ($000) $10 Avg Close — Range —
Q3 2025
Shares 383 Value ($000) $21 Avg Close — Range —
Q2 2025
Shares 189 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 1,408 Value ($000) $72 Avg Close — Range —
Q4 2024
Shares 1,408 Value ($000) $72 Avg Close — Range —
Q3 2024
Shares 252 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 252 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 252 Value ($000) $13 Avg Close — Range —
Q4 2023
Shares 383 Value ($000) $18 Avg Close — Range —
Q1 2023
Shares 19 Value ($000) $1 Avg Close — Range —