SPDR SER TR

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

Shum Financial Group, Inc.'s Holding History (CIK: 0002044675)

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

Q4 2025
Shares 61,049 Value ($000) $3,468 Avg Close — Range —
Q3 2025
Shares 56,376 Value ($000) $3,119 Avg Close — Range —
Q1 2025
Shares 52,660 Value ($000) $2,689 Avg Close — Range —
Q4 2024
Shares 51,516 Value ($000) $2,635 Avg Close — Range —
Q3 2024
Shares 50,623 Value ($000) $2,731 Avg Close — Range —