SPDR SER TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 20,159 Value ($000) $1,145 Avg Close — Range —
Q3 2025
Shares 20,543 Value ($000) $1,137 Avg Close — Range —
Q2 2025
Shares 19,343 Value ($000) $1,012 Avg Close — Range —
Q1 2025
Shares 21,970 Value ($000) $1,122 Avg Close — Range —
Q4 2024
Shares 20,113 Value ($000) $1,029 Avg Close — Range —
Q3 2024
Shares 13,646 Value ($000) $721 Avg Close — Range —