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 | 5,501 | $313 | — | — |
| Q3 2025 | 5,501 | $304 | — | — |
| Q2 2025 | 5,501 | $288 | — | — |
| Q1 2025 | 5,501 | $281 | — | — |
| Q4 2024 | 5,501 | $281 | — | — |
| Q3 2024 | 5,403 | $286 | — | — |
| Q2 2024 | 5,403 | $263 | — | — |
| Q1 2024 | 5,403 | $271 | — | — |
| Q4 2023 | 5,382 | $251 | — | — |
| Q3 2023 | 5,382 | $222 | — | — |
| Q2 2023 | 5,357 | $231 | — | — |
| Q1 2023 | 5,329 | $217 | — | — |
| Q4 2022 | 5,376 | $209 | — | — |