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 | 46,343 | $2,633 | — | — |
| Q3 2025 | 43,509 | $2,407 | — | — |
| Q2 2025 | 46,188 | $2,417 | — | — |
| Q1 2025 | 42,957 | $2,194 | — | — |
| Q4 2024 | 44,207 | $2,261 | — | — |