SPDR SER TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 8,383 Value ($000) $476 Avg Close — Range —
Q3 2025
Shares 5,770 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 5,713 Value ($000) $299 Avg Close — Range —
Q1 2025
Shares 5,680 Value ($000) $290 Avg Close — Range —
Q4 2024
Shares 5,897 Value ($000) $302 Avg Close — Range —
Q3 2024
Shares 5,680 Value ($000) $300 Avg Close — Range —
Q4 2022
Shares 14,529 Value ($000) $611 Avg Close — Range —
Q3 2022
Shares 24,032 Value ($000) $951 Avg Close — Range —
Q1 2022
Shares 22,750 Value ($000) $903 Avg Close — Range —