SPDR SER TR

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

Koss-Olinger Consulting, LLC's Holding History (CIK: 0001861163)

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

Q4 2025
Shares 691,510 Value ($000) $39,285 Avg Close — Range —
Q3 2025
Shares 655,164 Value ($000) $34,291 Avg Close — Range —
Q2 2025
Shares 661,213 Value ($000) $34,608 Avg Close — Range —
Q1 2025
Shares 597,180 Value ($000) $30,498 Avg Close — Range —
Q4 2024
Shares 558,916 Value ($000) $29 Avg Close — Range —
Q3 2024
Shares 521,648 Value ($000) $27,574 Avg Close — Range —
Q2 2024
Shares 13,719 Value ($000) $669 Avg Close — Range —
Q4 2023
Shares 14,620 Value ($000) $682 Avg Close — Range —
Q3 2023
Shares 12,853 Value ($000) $530 Avg Close — Range —
Q2 2023
Shares 12,853 Value ($000) $555 Avg Close — Range —
Q1 2023
Shares 13,982 Value ($000) $569 Avg Close — Range —
Q4 2022
Shares 13,982 Value ($000) $544 Avg Close — Range —
Q3 2022
Shares 15,624 Value ($000) $539 Avg Close — Range —
Q2 2022
Shares 15,624 Value ($000) $575 Avg Close — Range —
Q1 2022
Shares 15,624 Value ($000) $652 Avg Close — Range —
Q4 2021
Shares 14,588 Value ($000) $613 Avg Close — Range —
Q3 2021
Shares 14,442 Value ($000) $563 Avg Close — Range —
Q2 2021
Shares 13,736 Value ($000) $543 Avg Close — Range —