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 | 60,010 | $3 | — | — |
| Q3 2025 | 63,445 | $4 | — | — |
| Q2 2025 | 72,222 | $4 | — | — |
| Q1 2025 | 67,348 | $3 | — | — |
| Q4 2024 | 73,394 | $4 | — | — |
| Q3 2024 | 65,806 | $3 | — | — |
| Q2 2024 | 164,168 | $8 | — | — |
| Q1 2024 | 256,148 | $13 | — | — |
| Q4 2023 | 242,490 | $11 | — | — |