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 | 112,479 | $6,390 | — | — |
| Q3 2025 | 112,478 | $6,223 | — | — |
| Q2 2025 | 253,953 | $13,292 | — | — |
| Q1 2025 | 278,267 | $14,211 | — | — |
| Q4 2024 | 296,857 | $15,181 | — | — |
| Q3 2024 | 293,619 | $15,521 | — | — |