SPDR SER TR

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

Innovative Wealth Building LLC's Holding History (CIK: 0002062596)

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

Q3 2025
Shares 4,136 Value ($000) $229 Avg Close Range
Q2 2025
Shares 4,095 Value ($000) $214 Avg Close Range
Q1 2025
Shares 9,569 Value ($000) $489 Avg Close Range
Q4 2024
Shares 12,893 Value ($000) $659 Avg Close Range