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 | 442,024 | $25,111 | — | — |
| Q3 2025 | 442,761 | $24,498 | — | — |
| Q2 2025 | 439,033 | $22,979 | — | — |
| Q1 2025 | 444,864 | $22,719 | — | — |
| Q4 2024 | 468,788 | $23,974 | — | — |
| Q3 2024 | 427,346 | $22,590 | — | — |
| Q2 2024 | 387,542 | $18,889 | — | — |
| Q1 2024 | 419,388 | $20,089 | — | — |
| Q4 2023 | 403,290 | $18,805 | — | — |