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 | 5,271 | $299 | — | — |
| Q3 2025 | 9,133 | $505 | — | — |
| Q2 2025 | 9,051 | $474 | — | — |
| Q1 2025 | 30,268 | $1,546 | — | — |
| Q4 2024 | 46,960 | $2,402 | — | — |
| Q3 2024 | 43,309 | $2,289 | — | — |
| Q2 2024 | 61,135 | $2,980 | — | — |
| Q1 2024 | 43,491 | $2,179 | — | — |