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 | 62,870 | $3,656 | — | — |
| Q3 2025 | 48,444 | $2,706 | — | — |
| Q2 2025 | 48,325 | $2,553 | — | — |
| Q1 2025 | 40,802 | $2,084 | — | — |
| Q4 2024 | 29,983 | $1,533 | — | — |
| Q3 2024 | 29,543 | $1,562 | — | — |
| Q2 2024 | 30,540 | $1,489 | — | — |