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 | 11,806 | $671 | — | — |
| Q2 2025 | 8,000 | $419 | — | — |
| Q1 2025 | 6,726 | $343 | — | — |
| Q3 2024 | 5,685 | $301 | — | — |
| Q2 2024 | 10,637 | $518 | — | — |