SPDR SER TR

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

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

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

Q4 2023
Shares 5,078 Value ($000) $237 Avg Close — Range —
Q3 2023
Shares 5,584 Value ($000) $230 Avg Close — Range —
Q2 2023
Shares 25,250 Value ($000) $1,091 Avg Close — Range —
Q1 2023
Shares 25,539 Value ($000) $1,040 Avg Close — Range —
Q4 2022
Shares 27,574 Value ($000) $1,072 Avg Close — Range —
Q3 2022
Shares 28,490 Value ($000) $983 Avg Close — Range —
Q2 2022
Shares 18,871 Value ($000) $695 Avg Close — Range —
Q1 2022
Shares 19,012 Value ($000) $794 Avg Close — Range —
Q4 2021
Shares 19,083 Value ($000) $801 Avg Close — Range —
Q3 2021
Shares 19,119 Value ($000) $746 Avg Close — Range —
Q2 2021
Shares 19,490 Value ($000) $771 Avg Close — Range —
Q1 2021
Shares 17,978 Value ($000) $681 Avg Close — Range —
Q4 2020
Shares 22,443 Value ($000) $772 Avg Close — Range —
Q3 2020
Shares 23,659 Value ($000) $715 Avg Close — Range —
Q2 2020
Shares 23,617 Value ($000) $684 Avg Close — Range —
Q1 2020
Shares 23,550 Value ($000) $609 Avg Close — Range —
Q4 2019
Shares 21,862 Value ($000) $763 Avg Close — Range —