SPDR SER TR

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

Synergy Investment Management, LLC's Holding History (CIK: 0002053786)

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

Q4 2025
Shares 228,207 Value ($000) $12,964 Avg Close — Range —
Q3 2025
Shares 145,226 Value ($000) $8,035 Avg Close — Range —
Q2 2025
Shares 124,847 Value ($000) $6,534 Avg Close — Range —
Q1 2025
Shares 108,449 Value ($000) $5,538 Avg Close — Range —
Q4 2024
Shares 51,210 Value ($000) $2,619 Avg Close — Range —