Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 1,018 | $56 | — | — |
| Q2 2025 | 13 | $1 | — | — |
| Q1 2025 | 13 | $1 | — | — |
| Q4 2024 | 702 | $36 | — | — |
| Q3 2024 | 727 | $38 | — | — |
| Q2 2024 | 2,125 | $104 | — | — |
| Q1 2024 | 693 | $35 | — | — |
| Q2 2023 | 2,582 | $112 | — | — |
| Q1 2023 | 2,582 | $105 | — | — |
| Q4 2022 | 2,582 | $100 | — | — |