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 | 14,414 | $819 | — | — |
| Q3 2025 | 14,598 | $808 | — | — |
| Q2 2025 | 14,624 | $765 | — | — |
| Q1 2025 | 15,725 | $803 | — | — |
| Q4 2024 | 16,158 | $826 | — | — |
| Q3 2024 | 16,411 | $867 | — | — |
| Q2 2024 | 16,411 | $800 | — | — |
| Q1 2024 | 16,411 | $822 | — | — |
| Q4 2023 | 16,411 | $765 | — | — |
| Q3 2023 | 18,308 | $755 | — | — |
| Q2 2023 | 18,571 | $802 | — | — |
| Q1 2023 | 14,664 | $597 | — | — |
| Q4 2022 | 15,348 | $597 | — | — |