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 | 7,463 | $424 | — | — |
| Q3 2025 | 7,453 | $412 | — | — |
| Q2 2025 | 7,419 | $388 | — | — |
| Q4 2024 | 7,357 | $376 | — | — |
| Q3 2024 | 7,307 | $386 | — | — |
| Q2 2024 | 7,269 | $354 | — | — |
| Q1 2024 | 7,227 | $362 | — | — |
| Q4 2023 | 7,189 | $335 | — | — |