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 | 84,118 | $4,779 | — | — |
| Q3 2025 | 65,237 | $3,610 | — | — |
| Q2 2025 | 24,844 | $1,300 | — | — |
| Q1 2025 | 11,248 | $574 | — | — |