SPDR SER TR

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

SimpliFi, Inc.'s Holding History (CIK: 0001716983)

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

Q4 2025
Shares 10,063 Value ($000) $435 Avg Close — Range —
Q3 2025
Shares 9,937 Value ($000) $437 Avg Close — Range —
Q2 2025
Shares 9,827 Value ($000) $417 Avg Close — Range —
Q1 2025
Shares 9,712 Value ($000) $430 Avg Close — Range —
Q4 2024
Shares 9,620 Value ($000) $416 Avg Close — Range —
Q3 2024
Shares 10,978 Value ($000) $501 Avg Close — Range —
Q2 2024
Shares 10,869 Value ($000) $437 Avg Close — Range —
Q1 2024
Shares 10,739 Value ($000) $437 Avg Close — Range —
Q4 2023
Shares 10,495 Value ($000) $368 Avg Close — Range —
Q3 2023
Shares 10,495 Value ($000) $368 Avg Close — Range —
Q2 2023
Shares 10,369 Value ($000) $384 Avg Close — Range —
Q1 2023
Shares 5,477 Value ($000) $208 Avg Close — Range —