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 | 31,018 | $1,762 | — | — |
| Q3 2025 | 36,038 | $1,994 | — | — |
| Q2 2025 | 34,437 | $1,802 | — | — |
| Q1 2025 | 34,399 | $1,742 | — | — |
| Q4 2024 | 34,896 | $1,785 | — | — |