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 | 78,311 | $4,449 | — | — |
| Q3 2025 | 75,242 | $4,163 | — | — |
| Q2 2025 | 79,247 | $4,148 | — | — |
| Q1 2025 | 51,665 | $2,639 | — | — |
| Q4 2024 | 42,564 | $2,177 | — | — |
| Q1 2024 | 4,560 | $228 | — | — |