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 | 5,024 | $285 | — | — |
| Q3 2025 | 5,021 | $278 | — | — |
| Q2 2025 | 5,021 | $263 | — | — |
| Q1 2025 | 5,021 | $256 | — | — |
| Q4 2024 | 5,021 | $257 | — | — |
| Q3 2024 | 5,021 | $265 | — | — |
| Q2 2024 | 5,021 | $245 | — | — |
| Q1 2024 | 5,021 | $0 | — | — |
| Q4 2023 | 5,021 | $0 | — | — |
| Q3 2023 | 5,021 | $0 | — | — |
| Q2 2023 | 5,021 | $0 | — | — |
| Q1 2023 | 5,021 | $0 | — | — |