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 | 13,292 | $755 | — | — |
| Q3 2025 | 13,497 | $747 | — | — |
| Q2 2025 | 13,497 | $706 | — | — |
| Q1 2025 | 14,516 | $741 | — | — |
| Q4 2024 | 14,771 | $755 | — | — |
| Q3 2024 | 15,059 | $796 | — | — |
| Q2 2024 | 15,059 | $734 | — | — |
| Q1 2024 | 4,259 | $213 | — | — |
| Q4 2023 | 4,670 | $218 | — | — |