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 | 12,044 | $684 | — | — |
| Q3 2025 | 11,977 | $663 | — | — |
| Q2 2025 | 12,373 | $648 | — | — |
| Q1 2025 | 11,451 | $585 | — | — |
| Q4 2024 | 10,718 | $548 | — | — |
| Q3 2024 | 7,738 | $409 | — | — |