SPDR SER TR

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

Independent Wealth Network Inc.'s Holding History (CIK: 0001891240)

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

Q4 2025
Shares 152,032 Value ($000) $8,637 Avg Close — Range —
Q3 2025
Shares 147,540 Value ($000) $8,163 Avg Close — Range —
Q2 2025
Shares 140,868 Value ($000) $7,373 Avg Close — Range —
Q1 2025
Shares 136,189 Value ($000) $6,955 Avg Close — Range —
Q4 2024
Shares 135,497 Value ($000) $6,929 Avg Close — Range —
Q3 2024
Shares 129,832 Value ($000) $6,863 Avg Close — Range —
Q2 2024
Shares 126,851 Value ($000) $6,183 Avg Close — Range —
Q1 2024
Shares 130,159 Value ($000) $6,521 Avg Close — Range —
Q4 2023
Shares 132,504 Value ($000) $6,179 Avg Close — Range —
Q3 2023
Shares 129,798 Value ($000) $5,355 Avg Close — Range —
Q2 2023
Shares 121,854 Value ($000) $5,264 Avg Close — Range —
Q1 2023
Shares 124,364 Value ($000) $5,064 Avg Close — Range —
Q4 2022
Shares 123,735 Value ($000) $4,812 Avg Close — Range —
Q3 2022
Shares 122,711 Value ($000) $4,232 Avg Close — Range —
Q2 2022
Shares 119,001 Value ($000) $4,382 Avg Close — Range —
Q1 2022
Shares 121,373 Value ($000) $5,067 Avg Close — Range —
Q4 2021
Shares 117,547 Value ($000) $4,937 Avg Close — Range —
Q3 2021
Shares 115,748 Value ($000) $4,785 Avg Close — Range —