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 | 6,954 | $395 | — | — |
| Q3 2025 | 7,473 | $414 | — | — |
| Q2 2025 | 9,090 | $476 | — | — |
| Q1 2025 | 8,201 | $419 | — | — |
| Q4 2024 | 8,201 | $419 | — | — |
| Q3 2024 | 9,480 | $501 | — | — |
| Q2 2024 | 9,337 | $455 | — | — |
| Q1 2024 | 9,337 | $468 | — | — |
| Q4 2023 | 9,337 | $435 | — | — |
| Q3 2023 | 9,513 | $393 | — | — |