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 | 30,363 | $1,725 | — | — |
| Q3 2025 | 21,439 | $1,186 | — | — |
| Q2 2025 | 20,309 | $1,063 | — | — |
| Q1 2025 | 49,026 | $2,504 | — | — |
| Q4 2024 | 48,308 | $2,470 | — | — |
| Q3 2024 | 47,195 | $2,495 | — | — |
| Q2 2024 | 45,131 | $2,200 | — | — |
| Q1 2024 | 36,939 | $1,851 | — | — |