SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

LifePlan Financial, LLC's Holding History (CIK: 0001739485)

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

Q4 2025
Shares 89,196 Value ($000) $9,517 Avg Close — Range —
Q3 2025
Shares 90,683 Value ($000) $9,477 Avg Close — Range —
Q2 2025
Shares 93,718 Value ($000) $8,933 Avg Close — Range —
Q1 2025
Shares 94,999 Value ($000) $7,635 Avg Close — Range —
Q4 2024
Shares 96,037 Value ($000) $8,442 Avg Close — Range —
Q3 2024
Shares 101,152 Value ($000) $8,390 Avg Close — Range —
Q2 2024
Shares 103,175 Value ($000) $8,267 Avg Close — Range —
Q1 2024
Shares 108,849 Value ($000) $7,962 Avg Close — Range —
Q4 2023
Shares 109,216 Value ($000) $7,106 Avg Close — Range —