SPDR SER TR

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

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

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

Q4 2025
Shares 96,422 Value ($000) $4,170 Avg Close — Range —
Q3 2025
Shares 98,417 Value ($000) $4,330 Avg Close — Range —
Q2 2025
Shares 149,494 Value ($000) $6,345 Avg Close — Range —
Q1 2025
Shares 170,386 Value ($000) $7,541 Avg Close — Range —
Q4 2024
Shares 311,043 Value ($000) $13,450 Avg Close — Range —
Q3 2024
Shares 129,609 Value ($000) $5,917 Avg Close — Range —
Q4 2022
Shares 72,553 Value ($000) $3,051 Avg Close — Range —
Q3 2022
Shares 73,425 Value ($000) $2,960 Avg Close — Range —
Q1 2022
Shares 78,483 Value ($000) $3,352 Avg Close — Range —