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 | 86,079 | $4,890 | — | — |
| Q3 2025 | 77,759 | $4,302 | — | — |
| Q2 2025 | 73,002 | $3,821 | — | — |
| Q1 2025 | 59,805 | $3,054 | — | — |
| Q4 2024 | 45,202 | $2,312 | — | — |