SPDR SER TR

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

Fourth Dimension Wealth, LLC's Holding History (CIK: 0002056691)

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

Q4 2025
Shares 27,726 Value ($000) $1,575 Avg Close — Range —
Q3 2025
Shares 21,954 Value ($000) $1,215 Avg Close — Range —
Q2 2025
Shares 20,465 Value ($000) $1,071 Avg Close — Range —
Q1 2025
Shares 17,302 Value ($000) $884 Avg Close — Range —
Q4 2024
Shares 15,882 Value ($000) $884 Avg Close — Range —