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 | 128,743 | $7,314 | — | — |
| Q3 2025 | 128,894 | $7,132 | — | — |
| Q2 2025 | 138,663 | $7,258 | — | — |
| Q1 2025 | 134,695 | $6,879 | — | — |
| Q4 2024 | 135,464 | $6,928 | — | — |