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 | 21,089 | $1,198 | — | — |
| Q3 2025 | 20,731 | $1,147 | — | — |
| Q2 2025 | 21,146 | $1,107 | — | — |
| Q1 2025 | 25,977 | $1,327 | — | — |
| Q4 2024 | 25,805 | $1,320 | — | — |
| Q3 2024 | 25,330 | $1,339 | — | — |
| Q2 2024 | 25,195 | $1,228 | — | — |