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 | 52,012 | $2,955 | — | — |
| Q3 2025 | 59,176 | $3,274 | — | — |
| Q2 2025 | 59,176 | $3,097 | — | — |
| Q1 2025 | 61,209 | $3,126 | — | — |
| Q4 2024 | 58,943 | $3,005 | — | — |