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 | 48,322 | $2,745 | — | — |
| Q3 2025 | 52,985 | $2,932 | — | — |
| Q2 2025 | 54,289 | $2,841 | — | — |
| Q1 2025 | 53,366 | $2,725 | — | — |