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 | 13,760 | $782 | — | — |
| Q3 2025 | 13,756 | $761 | — | — |
| Q2 2025 | 14,018 | $734 | — | — |
| Q1 2025 | 14,494 | $740 | — | — |
| Q4 2024 | 14,645 | $749 | — | — |
| Q3 2024 | 15,388 | $813 | — | — |
| Q2 2024 | 16,935 | $825 | — | — |
| Q1 2024 | 17,173 | $860 | — | — |
| Q4 2023 | 17,223 | $803 | — | — |
| Q3 2023 | 18,387 | $759 | — | — |
| Q2 2023 | 16,917 | $731 | — | — |
| Q1 2023 | 16,141 | $657 | — | — |
| Q4 2022 | 15,300 | $595 | — | — |
| Q3 2022 | 10,953 | $414 | — | — |