Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 2,386 | $132 | — | — |
| Q2 2025 | 2,375 | $124 | — | — |
| Q1 2025 | 2,364 | $121 | — | — |
| Q4 2024 | 2,356 | $120 | — | — |
| Q3 2024 | 2,340 | $124 | — | — |
| Q4 2023 | 2,204 | $103 | — | — |