Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 1,635 | $90 | — | — |
| Q2 2025 | 1,628 | $85 | — | — |
| Q1 2025 | 1,620 | $83 | — | — |
| Q4 2024 | 1,977 | $101 | — | — |
| Q3 2024 | 2,011 | $106 | — | — |
| Q2 2024 | 2,325 | $113 | — | — |
| Q1 2024 | 1,991 | $99 | — | — |
| Q4 2023 | 1,980 | $92 | — | — |