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 | 6,268 | $356 | — | — |
| Q3 2025 | 6,676 | $369 | — | — |
| Q2 2025 | 4,533 | $237 | — | — |
| Q1 2025 | 4,812 | $246 | — | — |
| Q4 2024 | 4,774 | $244 | — | — |
| Q3 2024 | 4,953 | $262 | — | — |
| Q2 2024 | 6,059 | $295 | — | — |
| Q1 2024 | 6,106 | $306 | — | — |
| Q4 2023 | 5,683 | $265 | — | — |
| Q3 2023 | 5,275 | $218 | — | — |