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 | 190,446 | $11,088 | — | — |
| Q3 2025 | 103,660 | $5,777 | — | — |
| Q2 2025 | 102,531 | $5,417 | — | — |
| Q1 2025 | 100,489 | $4,731 | — | — |
| Q2 2024 | 183,953 | $8,924 | — | — |
| Q1 2024 | 177,061 | $8,871 | — | — |