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 | 14,226 | $808 | — | — |
| Q3 2025 | 16,942 | $937 | — | — |
| Q2 2025 | 16,891 | $884 | — | — |
| Q1 2025 | 21,297 | $1,088 | — | — |
| Q4 2024 | 21,359 | $1,092 | — | — |
| Q3 2024 | 21,233 | $1,122 | — | — |
| Q2 2024 | 20,830 | $1,015 | — | — |
| Q1 2024 | 21,559 | $1,080 | — | — |
| Q4 2023 | 21,464 | $1,001 | — | — |
| Q2 2023 | 28,218 | $1,219 | — | — |
| Q1 2023 | 28,082 | $1,143 | — | — |
| Q4 2022 | 32,563 | $1,266 | — | — |