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 | 2,706 | $154 | — | — |
| Q3 2025 | 2,812 | $156 | — | — |
| Q2 2025 | 1,354 | $71 | — | — |
| Q1 2025 | 1,278 | $65 | — | — |
| Q4 2024 | 1,278 | $65 | — | — |
| Q3 2024 | 1,864 | $91 | — | — |
| Q2 2024 | 1,346 | $67 | — | — |
| Q2 2022 | 52 | $2 | — | — |