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 | 11,264 | $654 | — | — |
| Q3 2025 | 11,302 | $625 | — | — |
| Q2 2025 | 11,266 | $590 | — | — |
| Q1 2025 | 11,329 | $579 | — | — |
| Q4 2024 | 12,127 | $620 | — | — |
| Q3 2024 | 12,082 | $639 | — | — |
| Q2 2024 | 12,287 | $599 | — | — |