SPDR SER TR

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

Barnes Wealth Management Group, Inc's Holding History (CIK: 0002066194)

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

Q4 2025
Shares 15,191 Value ($000) $863 Avg Close — Range —
Q3 2025
Shares 15,796 Value ($000) $874 Avg Close — Range —
Q2 2025
Shares 17,395 Value ($000) $910 Avg Close — Range —
Q1 2025
Shares 17,348 Value ($000) $886 Avg Close — Range —
Q4 2024
Shares 18,977 Value ($000) $970 Avg Close — Range —