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 | 15,432 | $880 | — | — |
| Q3 2025 | 11,702 | $647 | — | — |
| Q2 2025 | 13,355 | $698 | — | — |
| Q1 2025 | 13,253 | $674 | — | — |
| Q4 2024 | 13,070 | $668 | — | — |
| Q3 2024 | 13,017 | $687 | — | — |
| Q2 2024 | 12,524 | $623 | — | — |
| Q1 2024 | 12,791 | $641 | — | — |
| Q4 2023 | 12,783 | $596 | — | — |