SPDR SER TR

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 15,186 Value ($000) $863 Avg Close — Range —
Q3 2025
Shares 14,835 Value ($000) $821 Avg Close — Range —
Q2 2025
Shares 13,775 Value ($000) $721 Avg Close — Range —
Q4 2024
Shares 10,933 Value ($000) $559 Avg Close — Range —