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 | 489,301 | $27,797 | — | — |
| Q3 2025 | 417,960 | $23,126 | — | — |
| Q2 2025 | 376,239 | $19,692 | — | — |
| Q1 2025 | 364,573 | $18,619 | — | — |
| Q4 2024 | 351,965 | $17,999 | — | — |
| Q3 2024 | 357,393 | $18,892 | — | — |
| Q2 2024 | 345,184 | $16,824 | — | — |