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 | 6,273 | $356 | — | — |
| Q3 2025 | 6,273 | $347 | — | — |
| Q2 2025 | 6,273 | $328 | — | — |
| Q1 2025 | 6,567 | $335 | — | — |
| Q4 2024 | 5,743 | $294 | — | — |
| Q3 2024 | 5,743 | $304 | — | — |
| Q2 2024 | 6,130 | $299 | — | — |
| Q1 2024 | 6,274 | $314 | — | — |
| Q4 2023 | 6,353 | $296 | — | — |
| Q3 2023 | 6,502 | $268 | — | — |
| Q2 2023 | 6,572 | $284 | — | — |
| Q1 2023 | 6,371 | $259 | — | — |
| Q4 2022 | 6,343 | $247 | — | — |