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 | 2,990 | $170 | — | — |
| Q3 2025 | 2,975 | $165 | — | — |
| Q2 2025 | 627 | $32 | — | — |
| Q1 2025 | 628 | $32 | — | — |
| Q4 2024 | 627 | $32 | — | — |
| Q3 2024 | 625 | $33 | — | — |
| Q2 2024 | 738 | $36 | — | — |
| Q1 2024 | 746 | $37 | — | — |
| Q4 2023 | 857 | $40 | — | — |
| Q3 2023 | 855 | $35 | — | — |
| Q2 2023 | 322 | $14 | — | — |