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 | 537 | $30 | — | — |
| Q3 2025 | 534 | $30 | — | — |
| Q2 2025 | 501 | $26 | — | — |
| Q1 2025 | 480 | $25 | — | — |
| Q4 2024 | 480 | $25 | — | — |
| Q3 2024 | 480 | $25 | — | — |
| Q2 2024 | 480 | $23 | — | — |
| Q1 2024 | 480 | $24 | — | — |
| Q4 2023 | 480 | $22 | — | — |
| Q2 2023 | 470 | $20 | — | — |
| Q1 2023 | 470 | $19 | — | — |
| Q4 2022 | 470 | $18 | — | — |
| Q3 2022 | 470 | $16 | — | — |
| Q2 2022 | 470 | $17 | — | — |