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 | 8,191 | $465 | — | — |
| Q3 2025 | 8,050 | $445 | — | — |
| Q2 2025 | 7,006 | $367 | — | — |
| Q1 2025 | 7,382 | $377 | — | — |
| Q4 2024 | 7,385 | $378 | — | — |
| Q3 2024 | 7,011 | $371 | — | — |
| Q2 2024 | 6,365 | $310 | — | — |
| Q1 2024 | 4,520 | $226 | — | — |
| Q4 2023 | 4,800 | $224 | — | — |