SPDR SER TR

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

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 42,471 Value ($000) $2,413 Avg Close — Range —
Q3 2025
Shares 42,850 Value ($000) $2,371 Avg Close — Range —
Q2 2025
Shares 42,850 Value ($000) $2,243 Avg Close — Range —
Q1 2025
Shares 43,762 Value ($000) $2,235 Avg Close — Range —
Q4 2024
Shares 42,082 Value ($000) $2,152 Avg Close — Range —