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 | 6,064 | $344 | — | — |
| Q3 2025 | 5,283 | $292 | — | — |
| Q2 2025 | 5,086 | $266 | — | — |
| Q1 2025 | 4,983 | $254 | — | — |
| Q4 2024 | 4,804 | $246 | — | — |
| Q3 2024 | 4,520 | $239 | — | — |