SPDR SER TR

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

Laurel Wealth Planning LLC's Holding History (CIK: 0001842010)

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

Q4 2025
Shares 163,295 Value ($000) $9,277 Avg Close — Range —
Q3 2025
Shares 158,913 Value ($000) $8,793 Avg Close — Range —
Q2 2025
Shares 156,650 Value ($000) $8,199 Avg Close — Range —
Q1 2025
Shares 151,254 Value ($000) $7,725 Avg Close — Range —
Q4 2024
Shares 139,877 Value ($000) $7 Avg Close — Range —
Q3 2024
Shares 135,852 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 144,189 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 143,026 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 142,473 Value ($000) $7 Avg Close — Range —
Q3 2023
Shares 133,029 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 120,698 Value ($000) $5 Avg Close — Range —