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 | 6,354 | $361 | — | — |
| Q3 2025 | 6,482 | $359 | — | — |
| Q1 2025 | 6,511 | $333 | — | — |
| Q4 2024 | 6,601 | $338 | — | — |
| Q3 2024 | 6,641 | $351 | — | — |
| Q2 2024 | 6,641 | $324 | — | — |
| Q1 2024 | 6,865 | $344 | — | — |
| Q4 2023 | 6,945 | $324 | — | — |
| Q3 2023 | 8,385 | $346 | — | — |
| Q2 2023 | 8,458 | $365 | — | — |