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 | 15,582 | $906 | — | — |
| Q3 2025 | 15,597 | $863 | — | — |
| Q2 2025 | 15,597 | $797 | — | — |
| Q1 2025 | 15,597 | $797 | — | — |
| Q4 2024 | 15,312 | $783 | — | — |
| Q3 2024 | 9,447 | $499 | — | — |
| Q2 2024 | 9,447 | $460 | — | — |
| Q1 2024 | 9,447 | $473 | — | — |
| Q4 2023 | 9,331 | $435 | — | — |
| Q3 2023 | 9,331 | $385 | — | — |
| Q2 2023 | 9,331 | $403 | — | — |
| Q1 2023 | 9,331 | $380 | — | — |
| Q4 2022 | 8,847 | $344 | — | — |