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 | 8,724 | $496 | — | — |
| Q3 2025 | 8,686 | $481 | — | — |
| Q2 2025 | 8,658 | $453 | — | — |
| Q1 2025 | 8,716 | $445 | — | — |
| Q4 2024 | 8,752 | $448 | — | — |
| Q3 2024 | 8,752 | $463 | — | — |
| Q2 2024 | 8,812 | $429 | — | — |
| Q1 2024 | 8,885 | $445 | — | — |
| Q4 2023 | 8,668 | $404 | — | — |