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 | 4,830 | $274 | — | — |
| Q3 2025 | 4,830 | $267 | — | — |
| Q2 2025 | 16,190 | $847 | — | — |
| Q1 2025 | 16,190 | $827 | — | — |
| Q4 2024 | 16,190 | $830 | — | — |