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 | 9,486 | $539 | — | — |
| Q3 2025 | 10,366 | $574 | — | — |
| Q2 2025 | 10,913 | $571 | — | — |
| Q1 2025 | 10,810 | $552 | — | — |
| Q4 2024 | 10,610 | $543 | — | — |
| Q3 2024 | 10,058 | $532 | — | — |
| Q2 2024 | 10,058 | $490 | — | — |
| Q1 2024 | 10,058 | $504 | — | — |
| Q4 2023 | 5,190 | $242 | — | — |
| Q3 2023 | 5,190 | $214 | — | — |
| Q2 2023 | 5,190 | $224 | — | — |
| Q1 2023 | 5,304 | $216 | — | — |