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 | 133,970 | $7,611 | — | — |
| Q3 2025 | 129,240 | $7,151 | — | — |
| Q2 2025 | 126,662 | $6,629 | — | — |
| Q1 2025 | 121,015 | $6,180 | — | — |
| Q4 2024 | 120,730 | $6,174 | — | — |
| Q3 2024 | 114,351 | $6,045 | — | — |
| Q2 2024 | 78,465 | $3,824 | — | — |