SPDR SER TR

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

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 576 Value ($000) $33 Avg Close — Range —
Q3 2025
Shares 575 Value ($000) $32 Avg Close — Range —
Q2 2025
Shares 575 Value ($000) $30 Avg Close — Range —
Q1 2025
Shares 495 Value ($000) $25 Avg Close — Range —
Q4 2024
Shares 495 Value ($000) $25 Avg Close — Range —
Q3 2024
Shares 624 Value ($000) $33 Avg Close — Range —