SPDR SER TR

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

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 51,996 Value ($000) $2,954 Avg Close — Range —
Q3 2025
Shares 50,875 Value ($000) $2,815 Avg Close — Range —
Q2 2025
Shares 47,775 Value ($000) $2,501 Avg Close — Range —
Q1 2025
Shares 38,231 Value ($000) $1,952 Avg Close — Range —
Q4 2024
Shares 36,337 Value ($000) $1,858 Avg Close — Range —