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 | 7,037 | $400 | — | — |
| Q3 2025 | 7,203 | $399 | — | — |
| Q2 2025 | 7,470 | $396 | — | — |
| Q1 2025 | 8,810 | $450 | — | — |
| Q4 2024 | 5,722 | $293 | — | — |
| Q3 2024 | 6,191 | $327 | — | — |
| Q2 2024 | 6,677 | $325 | — | — |