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 | 21,247 | $1,207 | — | — |
| Q3 2025 | 20,925 | $1,158 | — | — |
| Q2 2025 | 14,074 | $737 | — | — |
| Q1 2025 | 15,116 | $772 | — | — |
| Q4 2024 | 15,116 | $773 | — | — |
| Q3 2024 | 16,001 | $846 | — | — |
| Q2 2024 | 15,639 | $762 | — | — |
| Q1 2024 | 16,694 | $836 | — | — |