SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q2 2023
Shares 6,753 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 6,900 Value ($000) $262 Avg Close — Range —
Q4 2022
Shares 7,313 Value ($000) $289 Avg Close — Range —
Q3 2022
Shares 11,459 Value ($000) $406 Avg Close — Range —
Q2 2022
Shares 7,677 Value ($000) $306 Avg Close — Range —
Q1 2022
Shares 7,710 Value ($000) $339 Avg Close — Range —
Q4 2021
Shares 7,739 Value ($000) $325 Avg Close — Range —
Q3 2021
Shares 7,820 Value ($000) $306 Avg Close — Range —
Q2 2021
Shares 8,045 Value ($000) $323 Avg Close — Range —
Q1 2021
Shares 7,386 Value ($000) $284 Avg Close — Range —
Q4 2020
Shares 9,250 Value ($000) $305 Avg Close — Range —
Q3 2020
Shares 9,528 Value ($000) $261 Avg Close — Range —
Q2 2020
Shares 8,885 Value ($000) $247 Avg Close — Range —
Q1 2020
Shares 8,662 Value ($000) $213 Avg Close — Range —
Q4 2019
Shares 8,581 Value ($000) $339 Avg Close — Range —