SPDR SER TR

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

4WEALTH ADVISORS, INC.'s Holding History (CIK: 0002056676)

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

Q4 2025
Shares 12,455 Value ($000) $708 Avg Close — Range —
Q3 2025
Shares 12,452 Value ($000) $689 Avg Close — Range —
Q2 2025
Shares 12,693 Value ($000) $664 Avg Close — Range —
Q1 2025
Shares 12,600 Value ($000) $643 Avg Close — Range —
Q4 2024
Shares 13,619 Value ($000) $696 Avg Close — Range —