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 | 26,988 | $1,533 | — | — |
| Q3 2025 | 101,571 | $5,620 | — | — |
| Q2 2025 | 170,691 | $8,934 | — | — |
| Q1 2025 | 189,970 | $9,702 | — | — |