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 | 198,294 | $11,265 | — | — |
| Q3 2025 | 156,624 | $8,666 | — | — |
| Q2 2025 | 103,627 | $5,424 | — | — |
| Q1 2025 | 55,563 | $2,838 | — | — |
| Q4 2024 | 15,178 | $776 | — | — |