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 | 4,785 | $272 | — | — |
| Q3 2025 | 4,773 | $264 | — | — |
| Q2 2025 | 4,928 | $258 | — | — |
| Q4 2024 | 6,186 | $316 | — | — |
| Q3 2024 | 5,378 | $284 | — | — |
| Q2 2024 | 5,373 | $262 | — | — |
| Q1 2024 | 6,215 | $311 | — | — |
| Q4 2023 | 6,380 | $297 | — | — |
| Q3 2023 | 6,374 | $263 | — | — |
| Q2 2023 | 10,134 | $438 | — | — |
| Q1 2023 | 13,540 | $551 | — | — |