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 | 172,323 | $9,790 | — | — |
| Q3 2025 | 86,269 | $4,773 | — | — |
| Q2 2025 | 83,525 | $4,372 | — | — |
| Q1 2025 | 29,263 | $1,482 | — | — |
| Q4 2024 | 4,878 | $250 | — | — |