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 | 7,725 | $439 | — | — |
| Q3 2025 | 7,275 | $403 | — | — |
| Q2 2025 | 7,275 | $381 | — | — |
| Q1 2025 | 7,400 | $378 | — | — |
| Q4 2024 | 7,480 | $383 | — | — |
| Q3 2024 | 7,480 | $395 | — | — |
| Q2 2024 | 7,380 | $360 | — | — |
| Q1 2024 | 7,330 | $367 | — | — |
| Q4 2023 | 7,080 | $330 | — | — |