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 | 8,021 | $456 | — | — |
| Q3 2025 | 8,021 | $444 | — | — |
| Q2 2025 | 8,021 | $420 | — | — |
| Q1 2025 | 8,021 | $410 | — | — |
| Q4 2024 | 8,021 | $410 | — | — |
| Q3 2024 | 8,021 | $424 | — | — |
| Q2 2024 | 7,979 | $389 | — | — |
| Q1 2024 | 7,932 | $397 | — | — |
| Q4 2023 | 7,891 | $368 | — | — |