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 | 27,718 | $1,575 | — | — |
| Q3 2025 | 27,357 | $1,514 | — | — |
| Q2 2025 | 27,039 | $1,415 | — | — |
| Q1 2025 | 25,246 | $1,289 | — | — |
| Q4 2024 | 24,411 | $1,248 | — | — |
| Q3 2024 | 24,054 | $1,271 | — | — |
| Q2 2024 | 23,739 | $1,157 | — | — |
| Q1 2024 | 23,441 | $1,174 | — | — |
| Q4 2023 | 21,345 | $995 | — | — |