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 | 7,100 | $403 | — | — |
| Q3 2025 | 7,100 | $393 | — | — |
| Q2 2025 | 7,100 | $372 | — | — |
| Q1 2025 | 7,100 | $363 | — | — |
| Q4 2024 | 7,100 | $363 | — | — |
| Q3 2024 | 7,100 | $375 | — | — |
| Q2 2024 | 7,100 | $346 | — | — |
| Q1 2024 | 7,400 | $371 | — | — |
| Q4 2023 | 7,400 | $345 | — | — |
| Q3 2023 | 7,400 | $305 | — | — |
| Q2 2023 | 7,400 | $320 | — | — |
| Q1 2023 | 7,400 | $301 | — | — |
| Q4 2022 | 7,400 | $0 | — | — |