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 | 4,050 | $230 | — | — |
| Q3 2025 | 4,498 | $249 | — | — |
| Q2 2025 | 4,612 | $241 | — | — |
| Q2 2023 | 2,612 | $113 | — | — |
| Q4 2022 | 4,210 | $164 | — | — |