SPDR SER TR

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

LYNCH & ASSOCIATES/IN's Holding History (CIK: 0001108965)

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

Q4 2025
Shares 157,406 Value ($000) $8,942 Avg Close — Range —
Q3 2025
Shares 154,921 Value ($000) $8,572 Avg Close — Range —
Q2 2025
Shares 150,508 Value ($000) $7,878 Avg Close — Range —
Q1 2025
Shares 147,646 Value ($000) $7,540 Avg Close — Range —
Q4 2024
Shares 145,584 Value ($000) $7,445 Avg Close — Range —
Q3 2024
Shares 141,323 Value ($000) $7,470 Avg Close — Range —
Q2 2024
Shares 139,809 Value ($000) $6,814 Avg Close — Range —
Q1 2024
Shares 134,779 Value ($000) $6,752 Avg Close — Range —
Q4 2023
Shares 131,478 Value ($000) $6,131 Avg Close — Range —
Q3 2023
Shares 131,092 Value ($000) $5,409 Avg Close — Range —
Q2 2023
Shares 127,271 Value ($000) $5,498 Avg Close — Range —
Q1 2023
Shares 127,914 Value ($000) $5,209 Avg Close — Range —
Q4 2022
Shares 128,343 Value ($000) $4,991 Avg Close — Range —
Q3 2022
Shares 125,087 Value ($000) $4,314 Avg Close — Range —