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 | 97,766 | $5,554 | — | — |
| Q3 2025 | 93,687 | $5,184 | — | — |
| Q2 2025 | 97,271 | $5,091 | — | — |
| Q1 2025 | 97,462 | $4,794 | — | — |
| Q4 2024 | 101,464 | $5,189 | — | — |