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 | 434,810 | $24,702 | — | — |
| Q3 2025 | 350,164 | $19,375 | — | — |
| Q2 2025 | 280,148 | $14,663 | — | — |
| Q1 2025 | 7,585 | $387 | — | — |