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 | 17,181 | $976 | — | — |
| Q3 2025 | 13,429 | $743 | — | — |
| Q2 2025 | 11,215 | $587 | — | — |
| Q1 2025 | 6,605 | $337 | — | — |
| Q4 2024 | 5,068 | $259 | — | — |
| Q3 2024 | 4,876 | $258 | — | — |
| Q2 2024 | 6,158 | $300 | — | — |