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 | 160,999 | $9 | — | — |
| Q3 2025 | 155,925 | $9 | — | — |
| Q1 2025 | 140,563 | $7 | — | — |
| Q4 2024 | 128,290 | $7 | — | — |
| Q3 2024 | 130,163 | $7 | — | — |
| Q2 2024 | 136,415 | $7 | — | — |
| Q1 2024 | 134,593 | $7 | — | — |