SPDR SER TR

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

Copia Wealth Management's Holding History (CIK: 0002058771)

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

Q4 2025
Shares 70,571 Value ($000) $4,009 Avg Close — Range —
Q3 2025
Shares 74,148 Value ($000) $4,103 Avg Close — Range —
Q2 2025
Shares 73,785 Value ($000) $3,862 Avg Close — Range —
Q1 2025
Shares 73,875 Value ($000) $3,773 Avg Close — Range —
Q4 2024
Shares 72,914 Value ($000) $3,729 Avg Close — Range —