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 | 8,774 | $498 | — | — |
| Q3 2025 | 8,840 | $489 | — | — |
| Q2 2025 | 8,840 | $467 | — | — |
| Q1 2025 | 7,751 | $396 | — | — |
| Q4 2024 | 19 | $1 | — | — |
| Q3 2024 | 19 | $1 | — | — |
| Q2 2024 | 773 | $38 | — | — |
| Q4 2023 | 1,872 | $87 | — | — |
| Q3 2023 | 1,069 | $44 | — | — |
| Q2 2023 | 1,248 | $54 | — | — |