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 | 5,160 | $293 | — | — |
| Q3 2025 | 5,138 | $284 | — | — |
| Q2 2025 | 4,120 | $216 | — | — |
| Q1 2025 | 5,577 | $285 | — | — |
| Q4 2024 | 5,700 | $292 | — | — |
| Q3 2024 | 5,814 | $307 | — | — |
| Q2 2024 | 11,303 | $551 | — | — |