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 | 371 | $21 | — | — |
| Q3 2024 | 16,143 | $853 | — | — |
| Q2 2024 | 16,318 | $795 | — | — |
| Q1 2024 | 16,769 | $840 | — | — |
| Q4 2023 | 8,004 | $373 | — | — |
| Q3 2023 | 8,011 | $331 | — | — |
| Q2 2023 | 7,593 | $328 | — | — |
| Q1 2023 | 11,096 | $452 | — | — |
| Q4 2022 | 11,058 | $430 | — | — |