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 | 9,550 | $543 | — | — |
| Q3 2025 | 8,943 | $495 | — | — |
| Q2 2025 | 6,440 | $329 | — | — |
| Q1 2025 | 6,440 | $329 | — | — |
| Q4 2024 | 6,150 | $315 | — | — |
| Q2 2024 | 5,951 | $290 | — | — |