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 | 20,125 | $1,143 | — | — |
| Q3 2025 | 15,081 | $834 | — | — |
| Q2 2025 | 14,465 | $757 | — | — |
| Q4 2024 | 7,552 | $386 | — | — |
| Q3 2024 | 7,634 | $404 | — | — |
| Q2 2024 | 7,264 | $354 | — | — |
| Q1 2024 | 6,403 | $321 | — | — |