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 | 32,194 | $1,852 | — | — |
| Q3 2025 | 25,225 | $1,400 | — | — |
| Q2 2025 | 24,805 | $1,311 | — | — |
| Q1 2025 | 19,028 | $873 | — | — |
| Q4 2024 | 12,655 | $658 | — | — |
| Q3 2024 | 12,220 | $643 | — | — |
| Q2 2024 | 12,250 | $597 | — | — |
| Q1 2024 | 11,779 | $574 | — | — |