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 | 22,610 | $1,284 | — | — |
| Q3 2025 | 23,178 | $1,282 | — | — |
| Q2 2025 | 22,971 | $1,202 | — | — |
| Q1 2025 | 22,963 | $1,173 | — | — |
| Q4 2024 | 22,594 | $1,155 | — | — |