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 | 4,091 | $232 | — | — |
| Q3 2025 | 6,914 | $383 | — | — |
| Q2 2025 | 7,009 | $367 | — | — |
| Q1 2025 | 6,948 | $355 | — | — |
| Q4 2024 | 6,914 | $354 | — | — |
| Q3 2024 | 6,912 | $365 | — | — |
| Q2 2024 | 6,855 | $334 | — | — |
| Q1 2024 | 6,852 | $343 | — | — |
| Q4 2023 | 6,688 | $312 | — | — |