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 | 9,093 | $517 | — | — |
| Q3 2025 | 9,500 | $532 | — | — |
| Q2 2025 | 9,470 | $493 | — | — |
| Q1 2025 | 9,438 | $478 | — | — |
| Q4 2024 | 9,415 | $481 | — | — |
| Q3 2024 | 9,371 | $494 | — | — |
| Q2 2024 | 9,336 | $455 | — | — |
| Q1 2024 | 9,298 | $466 | — | — |