SPDR SER TR

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

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q1 2024
Shares 23,531 Value ($000) $958 Avg Close — Range —
Q4 2023
Shares 23,689 Value ($000) $928 Avg Close — Range —