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 | 58,041 | $3,376 | — | — |
| Q3 2025 | 52,453 | $2,902 | — | — |
| Q2 2025 | 50,978 | $2,668 | — | — |
| Q1 2025 | 13,985 | $714 | — | — |
| Q4 2024 | 13,541 | $692 | — | — |