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 | 381,304 | $21,719 | — | — |
| Q2 2025 | 269,309 | $14,096 | — | — |
| Q1 2025 | 476,546 | $24,337 | — | — |
| Q4 2024 | 208,486 | $10,958 | — | — |
| Q3 2024 | 29,883 | $1,567 | — | — |