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 | 9,650 | $548 | — | — |
| Q3 2025 | 9,650 | $534 | — | — |
| Q2 2025 | 9,650 | $505 | — | — |
| Q1 2025 | 9,650 | $493 | — | — |
| Q4 2024 | 9,650 | $494 | — | — |
| Q3 2024 | 9,650 | $510 | — | — |
| Q2 2024 | 9,650 | $470 | — | — |
| Q1 2024 | 9,650 | $483 | — | — |
| Q4 2023 | 9,650 | $450 | — | — |