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 | 14,960 | $850 | — | — |
| Q1 2024 | 326 | $16 | — | — |
| Q4 2023 | 325 | $15 | — | — |
| Q3 2023 | 849 | $35 | — | — |
| Q2 2023 | 3,867 | $167 | — | — |