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 | 3,814 | $217 | — | — |
| Q2 2025 | 4,679 | $245 | — | — |
| Q1 2025 | 10,554 | $539 | — | — |
| Q4 2024 | 10,245 | $524 | — | — |
| Q2 2024 | 10,691 | $521 | — | — |
| Q1 2024 | 4,293 | $215 | — | — |
| Q4 2023 | 5,434 | $253 | — | — |