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 | 42,549 | $2,417 | — | — |
| Q3 2025 | 44,072 | $2,439 | — | — |
| Q2 2025 | 46,542 | $2,436 | — | — |
| Q1 2025 | 43,677 | $2,231 | — | — |
| Q4 2024 | 45,216 | $2,312 | — | — |
| Q3 2024 | 49,439 | $2,613 | — | — |
| Q2 2024 | 49,957 | $2,435 | — | — |
| Q1 2024 | 49,351 | $2,472 | — | — |
| Q4 2023 | 69,123 | $3,223 | — | — |