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 | 11,017 | $626 | — | — |
| Q3 2025 | 10,777 | $596 | — | — |
| Q2 2025 | 10,622 | $556 | — | — |
| Q1 2025 | 13,034 | $666 | — | — |
| Q3 2024 | 3,940 | $208 | — | — |
| Q4 2023 | 4,376 | $204 | — | — |
| Q4 2021 | 5,894 | $248 | — | — |
| Q3 2021 | 5,894 | $230 | — | — |
| Q2 2021 | 5,894 | $233 | — | — |
| Q1 2021 | 5,894 | $223 | — | — |
| Q4 2020 | 5,894 | $203 | — | — |
| Q1 2020 | 13,453 | $348 | — | — |