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 | 42,458 | $2,412 | — | — |
| Q3 2025 | 42,483 | $2,351 | — | — |
| Q2 2025 | 40,136 | $2,101 | — | — |
| Q1 2025 | 89,698 | $4,581 | — | — |