SPDR SER TR

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

Rockwood Wealth Management, LLC's Holding History (CIK: 0001983670)

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

Q4 2025
Shares 3,589 Value ($000) $204 Avg Close — Range —
Q3 2025
Shares 4,994 Value ($000) $276 Avg Close — Range —
Q2 2025
Shares 4,994 Value ($000) $261 Avg Close — Range —
Q1 2025
Shares 5,171 Value ($000) $264 Avg Close — Range —
Q4 2024
Shares 4,352 Value ($000) $222 Avg Close — Range —
Q3 2024
Shares 4,364 Value ($000) $231 Avg Close — Range —
Q2 2024
Shares 4,361 Value ($000) $213 Avg Close — Range —
Q2 2023
Shares 5,787 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 5,909 Value ($000) $241 Avg Close — Range —
Q4 2022
Shares 5,949 Value ($000) $231 Avg Close — Range —
Q3 2022
Shares 5,800 Value ($000) $200 Avg Close — Range —
Q2 2022
Shares 5,780 Value ($000) $213 Avg Close — Range —
Q1 2022
Shares 9,090 Value ($000) $380 Avg Close — Range —
Q4 2021
Shares 10,712 Value ($000) $450 Avg Close — Range —