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 | 17,527 | $996 | — | — |
| Q3 2025 | 24,480 | $1,354 | — | — |
| Q2 2025 | 22,216 | $1,163 | — | — |
| Q1 2025 | 18,281 | $934 | — | — |
| Q4 2024 | 7,686 | $393 | — | — |