SPDR SER TR

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

Prosperity Planning, Inc.'s Holding History (CIK: 0001843292)

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

Q4 2025
Shares 9,720 Value ($000) $1,037 Avg Close — Range —
Q3 2025
Shares 9,793 Value ($000) $1,023 Avg Close — Range —
Q2 2025
Shares 10,529 Value ($000) $1,004 Avg Close — Range —
Q1 2025
Shares 10,544 Value ($000) $847 Avg Close — Range —
Q4 2024
Shares 10,878 Value ($000) $956 Avg Close — Range —
Q3 2024
Shares 12,108 Value ($000) $1,004 Avg Close — Range —
Q2 2024
Shares 12,356 Value ($000) $990 Avg Close — Range —
Q1 2024
Shares 14,745 Value ($000) $1,079 Avg Close — Range —
Q4 2023
Shares 14,827 Value ($000) $965 Avg Close — Range —
Q3 2023
Shares 15,392 Value ($000) $912 Avg Close — Range —
Q2 2023
Shares 15,492 Value ($000) $945 Avg Close — Range —
Q1 2023
Shares 15,995 Value ($000) $885 Avg Close — Range —
Q4 2022
Shares 11,591 Value ($000) $720 Avg Close — Range —
Q3 2022
Shares 11,591 Value ($000) $581 Avg Close — Range —