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 | 11,352 | $660 | — | — |
| Q3 2025 | 11,368 | $636 | — | — |
| Q2 2025 | 11,404 | $602 | — | — |
| Q1 2025 | 10,512 | $537 | — | — |
| Q4 2024 | 9,934 | $508 | — | — |
| Q3 2024 | 9,297 | $491 | — | — |
| Q2 2024 | 11,866 | $578 | — | — |
| Q1 2024 | 11,207 | $561 | — | — |
| Q4 2023 | 10,519 | $428 | — | — |
| Q3 2023 | 10,519 | $428 | — | — |
| Q2 2023 | 10,535 | $455 | — | — |
| Q1 2023 | 10,507 | $435 | — | — |