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 | 12,755 | $725 | — | — |
| Q3 2025 | 11,243 | $622 | — | — |
| Q2 2025 | 9,978 | $522 | — | — |
| Q1 2025 | 8,348 | $426 | — | — |
| Q4 2024 | 5,665 | $290 | — | — |