SPDR SER TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 159,390 Value ($000) $17,007 Avg Close — Range —
Q3 2025
Shares 159,939 Value ($000) $16,715 Avg Close — Range —
Q2 2025
Shares 157,049 Value ($000) $14,970 Avg Close — Range —
Q1 2025
Shares 156,770 Value ($000) $12,600 Avg Close — Range —
Q4 2024
Shares 153,233 Value ($000) $13,469 Avg Close — Range —
Q3 2024
Shares 229,776 Value ($000) $19,058 Avg Close — Range —
Q2 2024
Shares 227,066 Value ($000) $18,195 Avg Close — Range —
Q1 2024
Shares 224,305 Value ($000) $16,408 Avg Close — Range —
Q4 2023
Shares 233,496 Value ($000) $15,191 Avg Close — Range —
Q3 2023
Shares 13,379 Value ($000) $793 Avg Close — Range —