Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 1,618 | $90 | — | — |
| Q2 2025 | 3,358 | $176 | — | — |
| Q1 2025 | 3,242 | $166 | — | — |
| Q4 2024 | 4,410 | $226 | — | — |
| Q2 2024 | 411 | $20 | — | — |
| Q4 2023 | 38 | $2 | — | — |