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 | 57,090 | $3,243 | — | — |
| Q3 2025 | 32,607 | $1,804 | — | — |
| Q2 2025 | 43,879 | $2,297 | — | — |
| Q1 2025 | 60,426 | $3,086 | — | — |
| Q4 2024 | 18,575 | $950 | — | — |