SPDR SER TR

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

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 359,459 Value ($000) $38,354 Avg Close — Range —
Q3 2025
Shares 369,859 Value ($000) $38,654 Avg Close — Range —
Q2 2025
Shares 374,028 Value ($000) $35,652 Avg Close — Range —
Q1 2025
Shares 369,339 Value ($000) $29,684 Avg Close — Range —
Q4 2024
Shares 373,020 Value ($000) $32,788 Avg Close — Range —
Q3 2024
Shares 381,274 Value ($000) $31,623 Avg Close — Range —
Q2 2024
Shares 392,891 Value ($000) $31,482 Avg Close — Range —
Q1 2024
Shares 388,355 Value ($000) $28,408 Avg Close — Range —
Q4 2023
Shares 388,742 Value ($000) $25,292 Avg Close — Range —
Q3 2023
Shares 387,373 Value ($000) $22,963 Avg Close — Range —
Q2 2023
Shares 381,825 Value ($000) $23,295 Avg Close — Range —
Q1 2023
Shares 381,771 Value ($000) $21,135 Avg Close — Range —
Q4 2022
Shares 374,602 Value ($000) $18,981 Avg Close — Range —
Q2 2022
Shares 359,143 Value ($000) $18,776 Avg Close — Range —
Q1 2022
Shares 359,308 Value ($000) $23,790 Avg Close — Range —
Q4 2021
Shares 347,687 Value ($000) $22,864 Avg Close — Range —