SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

Cornerstone Wealth Management, LLC's Holding History (CIK: 0001674117)

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

Q4 2025
Shares 6,667 Value ($000) $288 Avg Close — Range —
Q3 2025
Shares 5,348 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 5,333 Value ($000) $226 Avg Close — Range —
Q1 2025
Shares 5,316 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 5,303 Value ($000) $229 Avg Close — Range —
Q3 2024
Shares 5,692 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 5,679 Value ($000) $228 Avg Close — Range —
Q1 2024
Shares 6,452 Value ($000) $263 Avg Close — Range —
Q4 2023
Shares 6,429 Value ($000) $252 Avg Close — Range —
Q2 2022
Shares 14,144 Value ($000) $564 Avg Close — Range —
Q1 2022
Shares 16,071 Value ($000) $706 Avg Close — Range —
Q4 2021
Shares 18,352 Value ($000) $773 Avg Close — Range —
Q3 2021
Shares 22,121 Value ($000) $865 Avg Close — Range —
Q2 2021
Shares 48,901 Value ($000) $1,960 Avg Close — Range —
Q1 2021
Shares 50,698 Value ($000) $1,952 Avg Close — Range —
Q4 2020
Shares 38,046 Value ($000) $1,253 Avg Close — Range —
Q3 2020
Shares 23,715 Value ($000) $650 Avg Close — Range —
Q2 2020
Shares 15,865 Value ($000) $442 Avg Close — Range —
Q1 2020
Shares 15,258 Value ($000) $375 Avg Close — Range —