SPDR SER TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 6,804 Value ($000) $387 Avg Close — Range —
Q2 2025
Shares 5,285 Value ($000) $277 Avg Close — Range —