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 | 208,314 | $11,834 | — | — |
| Q3 2025 | 198,117 | $10,962 | — | — |
| Q2 2025 | 164,662 | $8,618 | — | — |
| Q1 2025 | 1,620 | $83 | — | — |