Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 5,796 | $329 | — | — |
| Q3 2025 | 5,796 | $321 | — | — |
| Q2 2025 | 5,796 | $303 | — | — |
| Q3 2023 | 5,609 | $231 | — | — |
| Q2 2023 | 8,545 | $369 | — | — |
| Q1 2023 | 8,699 | $354 | — | — |
| Q4 2022 | 9,209 | $358 | — | — |