SPDR SER TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 54,965 Value ($000) $3,123 Avg Close — Range —
Q3 2025
Shares 54,901 Value ($000) $3,038 Avg Close — Range —
Q2 2025
Shares 54,259 Value ($000) $2,840 Avg Close — Range —
Q1 2025
Shares 53,565 Value ($000) $2,736 Avg Close — Range —
Q4 2024
Shares 53,875 Value ($000) $2,755 Avg Close — Range —
Q3 2024
Shares 53,533 Value ($000) $2,830 Avg Close — Range —
Q2 2024
Shares 53,110 Value ($000) $2,589 Avg Close — Range —
Q1 2024
Shares 52,226 Value ($000) $2,617 Avg Close — Range —
Q4 2023
Shares 50,494 Value ($000) $2,355 Avg Close — Range —
Q3 2023
Shares 43,025 Value ($000) $1,775 Avg Close — Range —
Q2 2023
Shares 40,543 Value ($000) $1,751 Avg Close — Range —
Q1 2023
Shares 38,149 Value ($000) $1,553 Avg Close — Range —
Q4 2022
Shares 72,436 Value ($000) $2,817 Avg Close — Range —