SPDR SER TR

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

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 4,165 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 4,165 Value ($000) $230 Avg Close — Range —
Q2 2025
Shares 4,165 Value ($000) $218 Avg Close — Range —
Q1 2025
Shares 4,165 Value ($000) $213 Avg Close — Range —
Q4 2024
Shares 4,165 Value ($000) $213 Avg Close — Range —
Q3 2024
Shares 4,165 Value ($000) $220 Avg Close — Range —
Q2 2024
Shares 4,165 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 4,165 Value ($000) $209 Avg Close — Range —