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 | 1,868 | $106 | — | — |
| Q3 2025 | 254,579 | $14,086 | — | — |
| Q2 2025 | 235,365 | $12,446 | — | — |
| Q1 2025 | 215,799 | $11,021 | — | — |
| Q4 2024 | 206,496 | $10,560 | — | — |
| Q3 2024 | 172,258 | $9,106 | — | — |
| Q2 2024 | 164,466 | $8,016 | — | — |
| Q1 2024 | 77,079 | $3,862 | — | — |
| Q4 2023 | 72,583 | $3,385 | — | — |