SPDR SER TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 15,204 Value ($000) $864 Avg Close — Range —
Q3 2025
Shares 14,121 Value ($000) $781 Avg Close — Range —
Q2 2025
Shares 3,911 Value ($000) $205 Avg Close — Range —
Q1 2025
Shares 4,734 Value ($000) $242 Avg Close — Range —
Q2 2024
Shares 779 Value ($000) $38 Avg Close — Range —