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 | 6,546 | $372 | — | — |
| Q3 2025 | 6,513 | $360 | — | — |
| Q2 2025 | 6,432 | $337 | — | — |
| Q1 2025 | 6,218 | $318 | — | — |
| Q4 2024 | 5,169 | $264 | — | — |
| Q3 2024 | 5,031 | $266 | — | — |
| Q2 2024 | 4,182 | $204 | — | — |