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 | 7,242 | $411 | — | — |
| Q3 2025 | 7,154 | $396 | — | — |
| Q2 2025 | 7,131 | $373 | — | — |
| Q1 2025 | 6,952 | $355 | — | — |
| Q4 2024 | 6,760 | $346 | — | — |
| Q3 2024 | 6,746 | $357 | — | — |
| Q2 2024 | 7,400 | $361 | — | — |
| Q2 2022 | 42,050 | $1,548 | — | — |