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 | 13,003 | $739 | — | — |
| Q3 2025 | 12,979 | $718 | — | — |
| Q2 2025 | 12,959 | $678 | — | — |
| Q1 2025 | 12,939 | $661 | — | — |
| Q4 2024 | 12,924 | $661 | — | — |