SPDR SER TR

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q3 2025
Shares 1,253 Value ($000) $69 Avg Close — Range —
Q2 2025
Shares 1,243 Value ($000) $65 Avg Close — Range —
Q1 2025
Shares 1,079 Value ($000) $55 Avg Close — Range —