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 | 8,840 | $502 | — | — |
| Q3 2025 | 8,840 | $489 | — | — |
| Q2 2025 | 8,840 | $463 | — | — |
| Q1 2025 | 8,840 | $451 | — | — |
| Q4 2024 | 8,840 | $452 | — | — |
| Q3 2024 | 8,840 | $467 | — | — |
| Q2 2024 | 8,640 | $421 | — | — |
| Q1 2024 | 9,472 | $475 | — | — |
| Q4 2023 | 8,190 | $382 | — | — |
| Q3 2023 | 8,090 | $334 | — | — |
| Q2 2023 | 8,590 | $371 | — | — |