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 | 116,336 | $6,609 | — | — |
| Q3 2025 | 18,341 | $1,015 | — | — |
| Q2 2025 | 9,913 | $519 | — | — |
| Q4 2024 | 112,941 | $5,776 | — | — |
| Q3 2024 | 175,591 | $9,282 | — | — |
| Q2 2024 | 38,191 | $1,861 | — | — |