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 | 8,003 | $455 | — | — |
| Q3 2025 | 7,960 | $440 | — | — |
| Q2 2025 | 7,923 | $415 | — | — |
| Q1 2025 | 7,884 | $403 | — | — |
| Q4 2024 | 7,857 | $402 | — | — |
| Q3 2024 | 7,804 | $413 | — | — |
| Q2 2024 | 7,763 | $378 | — | — |