SPDR SER TR

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

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 13,407 Value ($000) $762 Avg Close — Range —
Q3 2025
Shares 13,392 Value ($000) $741 Avg Close — Range —
Q2 2025
Shares 17,367 Value ($000) $909 Avg Close — Range —
Q1 2025
Shares 27,245 Value ($000) $1,391 Avg Close — Range —
Q4 2023
Shares 595 Value ($000) $28 Avg Close — Range —