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 | 73,744 | $4,189 | — | — |
| Q3 2025 | 69,588 | $3,850 | — | — |
| Q2 2025 | 79,080 | $4,139 | — | — |
| Q1 2025 | 142,281 | $7,266 | — | — |