SPDR SER TR

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

MARSHALL INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002022427)

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

Q1 2025
Shares 4,263 Value ($000) $218 Avg Close — Range —
Q4 2024
Shares 156,990 Value ($000) $8,299 Avg Close — Range —