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 | 93,105 | $5 | — | — |
| Q3 2025 | 76,148 | $4 | — | — |
| Q2 2025 | 59,458 | $3 | — | — |
| Q1 2025 | 23,498 | $1 | — | — |
| Q4 2024 | 15,340 | $1 | — | — |
| Q3 2024 | 12,513 | $1 | — | — |
| Q2 2024 | 13,015 | $1 | — | — |
| Q1 2024 | 12,731 | $1 | — | — |
| Q4 2023 | 10,286 | $0 | — | — |
| Q3 2023 | 6,780 | $0 | — | — |
| Q2 2023 | 1,806 | $0 | — | — |