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 | 8,195 | $466 | — | — |
| Q3 2025 | 8,153 | $451 | — | — |
| Q2 2025 | 8,118 | $425 | — | — |
| Q1 2025 | 8,082 | $413 | — | — |
| Q4 2024 | 8,056 | $420 | — | — |