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 | 4,178 | $237 | — | — |
| Q3 2025 | 4,192 | $232 | — | — |
| Q2 2025 | 4,244 | $222 | — | — |
| Q1 2025 | 4,244 | $217 | — | — |
| Q4 2024 | 4,317 | $221 | — | — |
| Q3 2023 | 8,421 | $347 | — | — |
| Q1 2022 | 11,727 | $490 | — | — |
| Q4 2021 | 8,300 | $349 | — | — |
| Q1 2021 | 6,000 | $227 | — | — |