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 | 1,627 | $90 | — | — |
| Q2 2025 | 1,627 | $85 | — | — |
| Q1 2025 | 1,627 | $83 | — | — |
| Q4 2024 | 1,627 | $83 | — | — |
| Q3 2024 | 1,627 | $86 | — | — |
| Q1 2024 | 1,627 | $82 | — | — |
| Q1 2022 | 1,300 | $54 | — | — |
| Q4 2021 | 1,300 | $55 | — | — |