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 | 41,172 | $2,339 | — | — |
| Q3 2025 | 41,172 | $2,278 | — | — |
| Q2 2025 | 43,420 | $2,273 | — | — |
| Q1 2025 | 43,420 | $2,148 | — | — |
| Q4 2024 | 44,215 | $2,349 | — | — |
| Q3 2024 | 63,275 | $3,388 | — | — |
| Q2 2024 | 62,475 | $3,045 | — | — |
| Q1 2024 | 62,475 | $3,130 | — | — |
| Q4 2023 | 62,475 | $2,913 | — | — |