SPDR SER TR

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

Lee Financial Co's Holding History (CIK: 0001391166)

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

Q2 2023
Shares 532 Value ($000) $23 Avg Close — Range —
Q1 2023
Shares 530 Value ($000) $22 Avg Close — Range —
Q4 2022
Shares 865 Value ($000) $34 Avg Close — Range —
Q3 2022
Shares 859 Value ($000) $30 Avg Close — Range —
Q2 2022
Shares 896 Value ($000) $33 Avg Close — Range —
Q1 2022
Shares 646 Value ($000) $27 Avg Close — Range —
Q4 2021
Shares 588 Value ($000) $25 Avg Close — Range —
Q3 2021
Shares 537 Value ($000) $21 Avg Close — Range —
Q2 2021
Shares 536 Value ($000) $21 Avg Close — Range —