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 | 7,465 | $424 | — | — |
| Q3 2025 | 7,323 | $405 | — | — |
| Q2 2025 | 7,320 | $383 | — | — |
| Q1 2025 | 7,879 | $402 | — | — |
| Q4 2024 | 7,367 | $377 | — | — |