SPDR SER TR

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

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 2,113 Value ($000) $225 Avg Close — Range —
Q3 2025
Shares 2,113 Value ($000) $221 Avg Close — Range —
Q2 2025
Shares 2,239 Value ($000) $213 Avg Close — Range —
Q4 2023
Shares 3,119 Value ($000) $203 Avg Close — Range —
Q3 2023
Shares 3,439 Value ($000) $204 Avg Close — Range —
Q2 2023
Shares 13,452 Value ($000) $821 Avg Close — Range —
Q1 2023
Shares 13,660 Value ($000) $756 Avg Close — Range —
Q4 2022
Shares 14,694 Value ($000) $745 Avg Close — Range —
Q3 2022
Shares 16,052 Value ($000) $804 Avg Close — Range —
Q2 2022
Shares 10,752 Value ($000) $562 Avg Close — Range —
Q1 2022
Shares 10,834 Value ($000) $717 Avg Close — Range —
Q4 2021
Shares 11,745 Value ($000) $851 Avg Close — Range —
Q3 2021
Shares 11,150 Value ($000) $714 Avg Close — Range —
Q2 2021
Shares 11,623 Value ($000) $732 Avg Close — Range —
Q1 2021
Shares 10,586 Value ($000) $597 Avg Close — Range —
Q4 2020
Shares 12,822 Value ($000) $709 Avg Close — Range —
Q3 2020
Shares 13,625 Value ($000) $683 Avg Close — Range —
Q2 2020
Shares 14,617 Value ($000) $657 Avg Close — Range —
Q1 2020
Shares 15,126 Value ($000) $541 Avg Close — Range —
Q4 2019
Shares 14,880 Value ($000) $624 Avg Close — Range —