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 | 16,648 | $946 | — | — |
| Q3 2025 | 12,648 | $700 | — | — |
| Q2 2025 | 281,530 | $14,735 | — | — |
| Q1 2025 | 478,525 | $24,438 | — | — |
| Q4 2024 | 195,913 | $10,019 | — | — |
| Q3 2024 | 37,890 | $2,003 | — | — |
| Q1 2024 | 6,498 | $326 | — | — |