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 | 27,419 | $1,558 | — | — |
| Q3 2025 | 28,099 | $1,555 | — | — |
| Q2 2025 | 28,309 | $1,482 | — | — |
| Q1 2025 | 29,417 | $1,502 | — | — |
| Q4 2024 | 28,224 | $1,443 | — | — |
| Q3 2024 | 28,505 | $1,507 | — | — |
| Q2 2024 | 27,136 | $1,323 | — | — |
| Q1 2024 | 28,277 | $1,417 | — | — |
| Q4 2023 | 31,431 | $1,466 | — | — |