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 | 12,092 | $687 | — | — |
| Q3 2025 | 12,485 | $691 | — | — |
| Q2 2025 | 12,645 | $662 | — | — |
| Q1 2025 | 12,370 | $632 | — | — |
| Q4 2024 | 12,891 | $659 | — | — |
| Q3 2024 | 12,414 | $656 | — | — |
| Q2 2024 | 12,449 | $607 | — | — |
| Q1 2024 | 11,882 | $595 | — | — |
| Q4 2023 | 11,871 | $554 | — | — |
| Q3 2023 | 12,089 | $498 | — | — |
| Q2 2023 | 11,529 | $498 | — | — |
| Q1 2023 | 11,425 | $465 | — | — |
| Q4 2022 | 11,292 | $439 | — | — |