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 | 1,510 | $86 | — | — |
| Q3 2025 | 1,515 | $84 | — | — |
| Q2 2025 | 1,000 | $52 | — | — |
| Q1 2025 | 1,000 | $51 | — | — |
| Q4 2024 | 1,000 | $51 | — | — |
| Q3 2024 | 1,000 | $53 | — | — |