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 | 4,454 | $253 | — | — |
| Q3 2025 | 4,454 | $246 | — | — |
| Q2 2025 | 4,219 | $221 | — | — |
| Q1 2025 | 4,219 | $215 | — | — |
| Q4 2024 | 4,219 | $216 | — | — |