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 | 177 | $62 | — | — |
| Q3 2025 | 177 | $57 | — | — |
| Q2 2025 | 177 | $69 | — | — |
| Q1 2025 | 177 | $77 | — | — |
| Q4 2024 | 177 | $65 | — | — |
| Q3 2024 | 327 | $170 | — | — |
| Q2 2024 | 337 | $181 | — | — |
| Q1 2024 | 360 | $187 | — | — |
| Q4 2023 | 360 | $168 | — | — |
| Q3 2023 | 360 | $157 | — | — |