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 | 13,607 | $773 | — | — |
| Q3 2025 | 13,535 | $749 | — | — |
| Q2 2025 | 13,475 | $705 | — | — |
| Q1 2025 | 13,412 | $685 | — | — |
| Q4 2024 | 13,367 | $684 | — | — |
| Q3 2024 | 13,281 | $702 | — | — |
| Q2 2024 | 13,214 | $644 | — | — |
| Q1 2024 | 15,175 | $760 | — | — |
| Q4 2023 | 14,570 | $679 | — | — |
| Q3 2023 | 14,498 | $587 | — | — |
| Q2 2023 | 14,430 | $623 | — | — |
| Q1 2023 | 14,361 | $585 | — | — |
| Q4 2022 | 14,297 | $556 | — | — |
| Q3 2022 | 14,210 | $490 | — | — |