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 | 145,471 | $8,264 | — | — |
| Q3 2025 | 142,170 | $7,866 | — | — |
| Q2 2025 | 135,407 | $7,087 | — | — |
| Q1 2025 | 138,540 | $7,075 | — | — |
| Q4 2024 | 130,306 | $6,664 | — | — |
| Q3 2024 | 119,210 | $6,301 | — | — |
| Q2 2024 | 111,515 | $5,435 | — | — |
| Q1 2024 | 112,681 | $5,645 | — | — |