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 | 1,001 | $104 | — | — |
| Q3 2025 | 999 | $105 | — | — |
| Q2 2025 | 1,063 | $56 | — | — |
| Q1 2025 | 1,169 | $60 | — | — |
| Q4 2024 | 2,867 | $147 | — | — |
| Q3 2024 | 2,867 | $152 | — | — |
| Q2 2024 | 1,064 | $52 | — | — |
| Q1 2024 | 10,307 | $516 | — | — |
| Q4 2023 | 462 | $22 | — | — |