SPDR SER TR

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

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 10,234 Value ($000) $581 Avg Close — Range —
Q3 2025
Shares 11,402 Value ($000) $631 Avg Close — Range —
Q2 2025
Shares 12,001 Value ($000) $628 Avg Close — Range —
Q1 2025
Shares 11,956 Value ($000) $611 Avg Close — Range —
Q4 2024
Shares 11,222 Value ($000) $574 Avg Close — Range —
Q3 2024
Shares 10,872 Value ($000) $575 Avg Close — Range —
Q2 2024
Shares 11,030 Value ($000) $538 Avg Close — Range —
Q1 2024
Shares 11,075 Value ($000) $555 Avg Close — Range —
Q4 2023
Shares 11,099 Value ($000) $518 Avg Close — Range —
Q3 2023
Shares 12,050 Value ($000) $497 Avg Close — Range —
Q2 2023
Shares 12,038 Value ($000) $520 Avg Close — Range —
Q1 2023
Shares 12,026 Value ($000) $490 Avg Close — Range —
Q4 2022
Shares 11,594 Value ($000) $451 Avg Close — Range —
Q2 2022
Shares 9,143 Value ($000) $337 Avg Close — Range —
Q1 2022
Shares 7,170 Value ($000) $299 Avg Close — Range —
Q4 2021
Shares 7,156 Value ($000) $298 Avg Close — Range —