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 | 32,697 | $1,858 | — | — |
| Q3 2025 | 29,408 | $1,627 | — | — |
| Q2 2025 | 30,792 | $1,612 | — | — |
| Q1 2025 | 28,550 | $1,458 | — | — |
| Q4 2024 | 29,912 | $1,530 | — | — |
| Q3 2024 | 48,165 | $2,546 | — | — |