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 | 5,562 | $316 | — | — |
| Q3 2025 | 5,657 | $313 | — | — |
| Q2 2025 | 6,821 | $357 | — | — |
| Q1 2025 | 11,268 | $575 | — | — |
| Q4 2024 | 5,498 | $281 | — | — |
| Q2 2024 | 9,914 | $483 | — | — |