SPDR SER TR

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

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025
Shares 205,551 Value ($000) $11,677 Avg Close — Range —
Q3 2025
Shares 206,547 Value ($000) $11,428 Avg Close — Range —
Q2 2025
Shares 215,595 Value ($000) $11,472 Avg Close — Range —
Q1 2025
Shares 205,908 Value ($000) $10,516 Avg Close — Range —
Q4 2024
Shares 198,961 Value ($000) $10,175 Avg Close — Range —
Q3 2024
Shares 164,054 Value ($000) $8,672 Avg Close — Range —
Q2 2024
Shares 143,298 Value ($000) $6,984 Avg Close — Range —
Q1 2024
Shares 128,355 Value ($000) $6,431 Avg Close — Range —
Q4 2023
Shares 103,264 Value ($000) $4,815 Avg Close — Range —
Q3 2023
Shares 92,891 Value ($000) $3,833 Avg Close — Range —
Q2 2023
Shares 84,910 Value ($000) $3,668 Avg Close — Range —
Q1 2023
Shares 63,717 Value ($000) $2,595 Avg Close — Range —