Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 10,771 | $596 | — | — |
| Q2 2025 | 13,783 | $721 | — | — |
| Q1 2025 | 6,563 | $335 | — | — |
| Q4 2024 | 5,960 | $305 | — | — |
| Q3 2024 | 5,956 | $320 | — | — |
| Q2 2024 | 6,922 | $337 | — | — |
| Q1 2024 | 535 | $26 | — | — |
| Q4 2023 | 9,801 | $458 | — | — |
| Q4 2022 | 27,157 | $1,056 | — | — |