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 | 38,374 | $2,180 | — | — |
| Q3 2025 | 40,674 | $2,251 | — | — |
| Q2 2025 | 42,240 | $2,211 | — | — |
| Q1 2025 | 43,303 | $2,211 | — | — |
| Q4 2024 | 44,237 | $2,262 | — | — |