SPDR SER TR

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

Milestone Asset Management Group, LLC's Holding History (CIK: 0002063452)

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

Q4 2025
Shares 79,936 Value ($000) $4,541 Avg Close — Range —
Q3 2025
Shares 71,471 Value ($000) $3,954 Avg Close — Range —
Q2 2025
Shares 68,995 Value ($000) $3,611 Avg Close — Range —
Q1 2025
Shares 67,070 Value ($000) $3,425 Avg Close — Range —
Q4 2024
Shares 61,052 Value ($000) $3,122 Avg Close — Range —