SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Retirement Planning Group, LLC's Holding History (CIK: 0001508195)

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

Q4 2025
Shares 324,003 Value ($000) $18,407 Avg Close — Range —
Q3 2025
Shares 336,095 Value ($000) $18,596 Avg Close — Range —
Q2 2025
Shares 345,962 Value ($000) $18,108 Avg Close — Range —
Q1 2025
Shares 353,161 Value ($000) $18,036 Avg Close — Range —
Q4 2024
Shares 366,462 Value ($000) $18,741 Avg Close — Range —
Q3 2024
Shares 379,300 Value ($000) $20,050 Avg Close — Range —
Q2 2024
Shares 379,990 Value ($000) $18,521 Avg Close — Range —
Q1 2024
Shares 392,306 Value ($000) $19,655 Avg Close — Range —
Q4 2023
Shares 380,895 Value ($000) $17,761 Avg Close — Range —
Q3 2023
Shares 11,381 Value ($000) $470 Avg Close — Range —
Q2 2023
Shares 6,955 Value ($000) $300 Avg Close — Range —