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 | 362,001 | $20,565 | — | — |
| Q3 2025 | 29,844 | $1,651 | — | — |
| Q2 2025 | 38,546 | $2,017 | — | — |
| Q1 2025 | 47,016 | $2,401 | — | — |
| Q4 2024 | 51,469 | $2,632 | — | — |
| Q3 2024 | 347 | $18 | — | — |