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 | 17,574 | $998 | — | — |
| Q3 2025 | 16,837 | $932 | — | — |
| Q2 2025 | 15,872 | $831 | — | — |
| Q1 2025 | 16,624 | $849 | — | — |
| Q4 2024 | 16,448 | $841 | — | — |
| Q3 2024 | 16,502 | $872 | — | — |
| Q2 2024 | 15,762 | $768 | — | — |
| Q1 2024 | 21,915 | $1,098 | — | — |
| Q4 2023 | 19,191 | $895 | — | — |